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 | $44,869 | $79,944-43.9% | $98,439-54.4% | $75,163-40.3% |
| Participation rate | 72.4% | 70.4%+2.0pp | 75.2%-2.7pp | 67.2%+5.2pp |
| Annual return | 11.48% | 19.75%-8.3pp | 21.16%-9.7pp | 160.62%-149.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,127 | $3,752-16.7% | $4,738-34.0% | $4,125-24.2% |
| Admin fee / account holder | $2,367 | $6,840-65.4% | $8,948-73.6% | $5,651-58.1% |