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 5-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 | $20,980 | $80,717-74.0% | $154,803-86.4% | $84,808-75.3% |
| Participation rate | 78.6% | 66.8%+11.8pp | 78.1%+0.5pp | 68.3%+10.3pp |
| Annual return | 8.50% | 37.96%-29.5pp | 58.88%-50.4pp | 40.90%-32.4pp |
| Employer contribution / active EE | $3,770 | $2,761+36.5% | $4,305-12.4% | $2,631+43.3% |
| Participant deferral / active EE | $1,809 | $3,303-45.2% | $5,540-67.4% | $4,212-57.1% |
| Admin fee / account holder | $3,131 | $6,746-53.6% | $14,329-78.2% | $7,344-57.4% |