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 | $28,398 | $85,202-66.7% | $172,739-83.6% | $72,985-61.1% |
| Participation rate | 70.5% | 70.1%+0.5pp | 82.6%-12.1pp | 69.5%+1.0pp |
| Annual return | 5.10% | 27.32%-22.2pp | 802.84%-797.7pp | 81.00%-75.9pp |
| Employer contribution / active EE | $814 | $3,324-75.5% | $5,143-84.2% | $2,440-66.6% |
| Participant deferral / active EE | $1,778 | $3,260-45.5% | $5,198-65.8% | $3,607-50.7% |
| Admin fee / account holder | $1,706 | $5,884-71.0% | $13,954-87.8% | $5,124-66.7% |