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 | $44,354 | $59,839-25.9% | $81,983-45.9% | $79,858-44.5% |
| Participation rate | 84.6% | 61.6%+23.0pp | 69.2%+15.4pp | 69.6%+15.0pp |
| Annual return | 9.30% | 17.56%-8.3pp | 41.31%-32.0pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,906 | $1,713+11.3% | $2,498-23.7% | $2,471-22.9% |
| Participant deferral / active EE | $3,711 | $2,695+37.7% | $3,722-0.3% | $3,740-0.8% |
| Admin fee / account holder | $3,611 | $4,287-15.8% | $5,664-36.2% | $5,306-31.9% |