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 | $31,974 | $49,227-35.0% | $70,449-54.6% | $79,858-60.0% |
| Participation rate | 92.3% | 69.2%+23.1pp | 75.1%+17.3pp | 69.6%+22.7pp |
| Annual return | 4.79% | 30.06%-25.3pp | 109.03%-104.2pp | 31.71%-26.9pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,919 | $2,768+5.5% | $3,709-21.3% | $3,740-21.9% |
| Admin fee / account holder | $1,839 | $2,878-36.1% | $3,845-52.2% | $5,306-65.3% |