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 | $30,808 | $77,503-60.2% | $100,391-69.3% | $80,856-61.9% |
| Participation rate | 93.5% | 76.9%+16.6pp | 81.5%+12.0pp | 67.6%+25.9pp |
| Annual return | 11.30% | 37.20%-25.9pp | 49.20%-37.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $463 | $2,801-83.5% | $3,942-88.3% | $2,755-83.2% |
| Participant deferral / active EE | $4,115 | $6,820-39.7% | $8,082-49.1% | $4,296-4.2% |
| Admin fee / account holder | $5,215 | $5,897-11.6% | $7,899-34.0% | $6,918-24.6% |