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 | $42,120 | $83,477-49.5% | $125,175-66.4% | $72,985-42.3% |
| Participation rate | 73.9% | 73.3%+0.6pp | 79.8%-5.9pp | 69.5%+4.4pp |
| Annual return | 15.36% | 25.78%-10.4pp | 43.79%-28.4pp | 81.00%-65.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,113 | $3,585-13.2% | $4,937-36.9% | $3,607-13.7% |
| Admin fee / account holder | $1,013 | $5,517-81.6% | $9,702-89.6% | $5,124-80.2% |