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 | $43,256 | $65,041-33.5% | $90,951-52.4% | $79,858-45.8% |
| Participation rate | 85.4% | 61.6%+23.8pp | 69.0%+16.4pp | 69.6%+15.8pp |
| Annual return | 0.76% | 30.45%-29.7pp | 134.60%-133.8pp | 31.71%-31.0pp |
| Employer contribution / active EE | $3,646 | $1,247+192.3% | $2,122+71.8% | $2,471+47.6% |
| Participant deferral / active EE | $1,485 | $2,512-40.9% | $3,373-56.0% | $3,740-60.3% |
| Admin fee / account holder | $2,221 | $4,536-51.0% | $5,959-62.7% | $5,306-58.1% |