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 | $24,792 | $56,054-55.8% | $171,082-85.5% | $62,891-60.6% |
| Participation rate | 71.0% | 62.9%+8.1pp | 76.7%-5.7pp | 69.3%+1.7pp |
| Annual return | 1.99% | 22.52%-20.5pp | 32.56%-30.6pp | 20.14%-18.2pp |
| Employer contribution / active EE | $293 | $1,731-83.1% | $4,002-92.7% | $2,281-87.2% |
| Participant deferral / active EE | $1,171 | $3,158-62.9% | $4,797-75.6% | $3,203-63.4% |
| Admin fee / account holder | $2,514 | $3,647-31.1% | $8,520-70.5% | $4,296-41.5% |