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 | $42,741 | $77,899-45.1% | $149,673-71.4% | $75,163-43.1% |
| Participation rate | 90.2% | 65.6%+24.6pp | 78.8%+11.4pp | 67.2%+23.0pp |
| Annual return | 11.02% | 31.72%-20.7pp | 134.42%-123.4pp | 160.62%-149.6pp |
| Employer contribution / active EE | $3,598 | $3,137+14.7% | $4,818-25.3% | $2,670+34.8% |
| Participant deferral / active EE | $2,313 | $3,411-32.2% | $5,680-59.3% | $4,125-43.9% |
| Admin fee / account holder | $2,069 | $5,956-65.3% | $13,210-84.3% | $5,651-63.4% |