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 | $27,607 | $76,367-63.8% | $93,606-70.5% | $72,985-62.2% |
| Participation rate | 78.6% | 71.7%+6.8pp | 75.8%+2.7pp | 69.5%+9.1pp |
| Annual return | 14.31% | 25.82%-11.5pp | 32.76%-18.4pp | 81.00%-66.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,739 | $3,538-22.6% | $4,069-32.7% | $3,607-24.1% |
| Admin fee / account holder | $7,940 | $6,838+16.1% | $7,888+0.7% | $5,124+54.9% |