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 | $52,766 | $73,933-28.6% | $96,683-45.4% | $75,163-29.8% |
| Participation rate | 84.4% | 66.4%+18.0pp | 74.3%+10.0pp | 67.2%+17.2pp |
| Annual return | 8.52% | 26.70%-18.2pp | 35.69%-27.2pp | 160.62%-152.1pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,313 | $3,659+17.9% | $4,878-11.6% | $4,125+4.6% |
| Admin fee / account holder | $3,037 | $5,216-41.8% | $6,730-54.9% | $5,651-46.3% |