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 | $42,676 | $80,968-47.3% | $96,544-55.8% | $75,163-43.2% |
| Participation rate | 79.3% | 71.8%+7.5pp | 76.0%+3.3pp | 67.2%+12.1pp |
| Annual return | 2.28% | 27.06%-24.8pp | 25.84%-23.6pp | 160.62%-158.3pp |
| Employer contribution / active EE | $1,769 | $2,282-22.5% | $2,965-40.3% | $2,670-33.7% |
| Participant deferral / active EE | $2,608 | $3,928-33.6% | $4,851-46.2% | $4,125-36.8% |
| Admin fee / account holder | $3,036 | $6,724-54.9% | $8,252-63.2% | $5,651-46.3% |