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 | $34,052 | $67,606-49.6% | $82,313-58.6% | $70,131-51.4% |
| Participation rate | 81.8% | 72.8%+9.0pp | 76.9%+4.9pp | 69.5%+12.3pp |
| Annual return | 5.45% | 21.57%-16.1pp | 25.88%-20.4pp | 73.14%-67.7pp |
| Employer contribution / active EE | $563 | $1,755-67.9% | $2,428-76.8% | $2,342-76.0% |
| Participant deferral / active EE | $3,465 | $2,987+16.0% | $3,706-6.5% | $3,332+4.0% |
| Admin fee / account holder | $3,699 | $4,512-18.0% | $5,608-34.0% | $4,645-20.4% |