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 5-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 | $47,010 | $45,035+4.4% | $62,995-25.4% | $70,131-33.0% |
| Participation rate | 93.3% | 69.5%+23.8pp | 74.8%+18.5pp | 69.5%+23.8pp |
| Annual return | 8.67% | 18.76%-10.1pp | 87.57%-78.9pp | 73.14%-64.5pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,433 | $2,465-41.9% | $3,329-57.0% | $3,332-57.0% |
| Admin fee / account holder | $8,049 | $2,834+184.0% | $3,600+123.6% | $4,645+73.3% |