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 | $55,772 | $95,803-41.8% | $113,168-50.7% | $84,808-34.2% |
| Participation rate | 76.0% | 72.9%+3.2pp | 76.6%-0.5pp | 68.3%+7.7pp |
| Annual return | 7.27% | 25.00%-17.7pp | 24.27%-17.0pp | 40.90%-33.6pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,245 | $4,242-23.5% | $5,107-36.5% | $4,212-22.9% |
| Admin fee / account holder | $3,796 | $8,989-57.8% | $12,068-68.5% | $7,344-48.3% |