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 | $51,079 | $54,541-6.3% | $78,778-35.2% | $70,131-27.2% |
| Participation rate | 87.7% | 60.8%+26.9pp | 69.2%+18.5pp | 69.5%+18.2pp |
| Annual return | 10.99% | 21.07%-10.1pp | 35.62%-24.6pp | 73.14%-62.2pp |
| Employer contribution / active EE | $702 | $1,089-35.5% | $1,986-64.7% | $2,342-70.0% |
| Participant deferral / active EE | $2,383 | $2,210+7.8% | $2,958-19.5% | $3,332-28.5% |
| Admin fee / account holder | $5,224 | $3,709+40.9% | $5,134+1.8% | $4,645+12.5% |