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 | $43,245 | $65,365-33.8% | $92,893-53.4% | $72,985-40.7% |
| Participation rate | 85.3% | 68.3%+17.0pp | 76.0%+9.3pp | 69.5%+15.8pp |
| Annual return | 13.03% | 42.10%-29.1pp | 109.41%-96.4pp | 81.00%-68.0pp |
| Employer contribution / active EE | $2,206 | $2,594-15.0% | $3,653-39.6% | $2,440-9.6% |
| Participant deferral / active EE | $2,183 | $3,128-30.2% | $4,236-48.5% | $3,607-39.5% |
| Admin fee / account holder | $1,072 | $4,251-74.8% | $5,794-81.5% | $5,124-79.1% |