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 | $20,735 | $45,073-54.0% | $69,455-70.1% | $72,985-71.6% |
| Participation rate | 70.0% | 68.5%+1.5pp | 74.6%-4.6pp | 69.5%+0.5pp |
| Annual return | 5.05% | 22.65%-17.6pp | 28.97%-23.9pp | 81.00%-75.9pp |
| Employer contribution / active EE | $1,403 | $2,054-31.7% | $2,779-49.5% | $2,440-42.5% |
| Participant deferral / active EE | $2,978 | $2,602+14.5% | $3,535-15.8% | $3,607-17.5% |
| Admin fee / account holder | $403 | $3,056-86.8% | $3,839-89.5% | $5,124-92.1% |