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 | $23,843 | $76,407-68.8% | $150,298-84.1% | $82,448-71.1% |
| Participation rate | 77.8% | 66.4%+11.4pp | 77.8%0pp | 68.1%+9.7pp |
| Annual return | 10.46% | 39.99%-29.5pp | 62.79%-52.3pp | 41.64%-31.2pp |
| Employer contribution / active EE | $446 | $2,614-83.0% | $4,154-89.3% | $2,551-82.5% |
| Participant deferral / active EE | $3,091 | $3,214-3.8% | $5,453-43.3% | $4,139-25.3% |
| Admin fee / account holder | $23,386 | $6,352+268.2% | $14,116+65.7% | $7,234+223.3% |