See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,848 | $64,480-52.2% | $81,382-62.1% | $80,856-61.8% |
| Participation rate | 76.5% | 63.9%+12.6pp | 69.5%+7.0pp | 67.6%+8.8pp |
| Annual return | 7.90% | 16.34%-8.4pp | 24.73%-16.8pp | 35.59%-27.7pp |
| Employer contribution / active EE | $457 | $1,978-76.9% | $2,463-81.4% | $2,755-83.4% |
| Participant deferral / active EE | $2,052 | $3,094-33.7% | $3,883-47.2% | $4,296-52.2% |
| Admin fee / account holder | $1,562 | $5,671-72.5% | $5,768-72.9% | $6,918-77.4% |