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 | $43,792 | $58,512-25.2% | $84,015-47.9% | $72,985-40.0% |
| Participation rate | 72.3% | 61.2%+11.1pp | 69.0%+3.3pp | 69.5%+2.8pp |
| Annual return | 15.33% | 28.93%-13.6pp | 71.31%-56.0pp | 81.00%-65.7pp |
| Employer contribution / active EE | $386 | $1,163-66.8% | $1,983-80.5% | $2,440-84.2% |
| Participant deferral / active EE | $2,368 | $2,394-1.1% | $3,239-26.9% | $3,607-34.4% |
| Admin fee / account holder | $9,061 | $4,569+98.3% | $6,101+48.5% | $5,124+76.8% |