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 | $67,454 | $85,202-20.8% | $172,739-60.9% | $72,985-7.6% |
| Participation rate | 87.0% | 70.1%+16.9pp | 82.6%+4.3pp | 69.5%+17.5pp |
| Annual return | 4.29% | 27.32%-23.0pp | 802.84%-798.5pp | 81.00%-76.7pp |
| Employer contribution / active EE | $2,343 | $3,324-29.5% | $5,143-54.4% | $2,440-3.9% |
| Participant deferral / active EE | $944 | $3,260-71.0% | $5,198-81.8% | $3,607-73.8% |
| Admin fee / account holder | $10,176 | $5,884+72.9% | $13,954-27.1% | $5,124+98.6% |