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 | $44,469 | $45,073-1.3% | $69,455-36.0% | $72,985-39.1% |
| Participation rate | 85.5% | 68.5%+17.0pp | 74.6%+10.8pp | 69.5%+16.0pp |
| Annual return | 3.71% | 22.65%-18.9pp | 28.97%-25.3pp | 81.00%-77.3pp |
| Employer contribution / active EE | $11,217 | $2,054+446.1% | $2,779+303.6% | $2,440+359.7% |
| Participant deferral / active EE | $3,059 | $2,602+17.6% | $3,535-13.5% | $3,607-15.2% |
| Admin fee / account holder | $4,836 | $3,056+58.3% | $3,839+26.0% | $5,124-5.6% |