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 | $42,962 | $91,552-53.1% | $133,956-67.9% | $79,858-46.2% |
| Participation rate | 71.9% | 73.3%-1.5pp | 79.8%-8.0pp | 69.6%+2.2pp |
| Annual return | 7.57% | 61.85%-54.3pp | 45.09%-37.5pp | 31.71%-24.1pp |
| Employer contribution / active EE | $979 | $2,384-58.9% | $3,919-75.0% | $2,471-60.4% |
| Participant deferral / active EE | $3,361 | $3,733-10.0% | $5,048-33.4% | $3,740-10.1% |
| Admin fee / account holder | $17,423 | $6,321+175.6% | $8,927+95.2% | $5,306+228.3% |