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 | $44,960 | $72,277-37.8% | $101,248-55.6% | $79,858-43.7% |
| Participation rate | 79.3% | 68.5%+10.9pp | 75.8%+3.5pp | 69.6%+9.7pp |
| Annual return | -8.19% | 22.30%-30.5pp | 46.47%-54.7pp | 31.71%-39.9pp |
| Employer contribution / active EE | $847 | $2,692-68.5% | $3,660-76.9% | $2,471-65.7% |
| Participant deferral / active EE | $3,648 | $3,282+11.2% | $4,370-16.5% | $3,740-2.5% |
| Admin fee / account holder | $9,065 | $4,400+106.0% | $5,945+52.5% | $5,306+70.8% |