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 | $39,823 | $79,944-50.2% | $98,439-59.5% | $75,163-47.0% |
| Participation rate | 86.3% | 70.4%+15.9pp | 75.2%+11.1pp | 67.2%+19.1pp |
| Annual return | 6.15% | 19.75%-13.6pp | 21.16%-15.0pp | 160.62%-154.5pp |
| Employer contribution / active EE | $911 | $2,264-59.8% | $3,048-70.1% | $2,670-65.9% |
| Participant deferral / active EE | $2,692 | $3,752-28.2% | $4,738-43.2% | $4,125-34.7% |
| Admin fee / account holder | $2,848 | $6,840-58.4% | $8,948-68.2% | $5,651-49.6% |