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 | $43,316 | $72,492-40.2% | $87,100-50.3% | $72,985-40.7% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.9%-1.0pp | 69.5%+6.4pp |
| Annual return | 9.65% | 24.46%-14.8pp | 28.19%-18.5pp | 81.00%-71.4pp |
| Employer contribution / active EE | $803 | $1,894-57.6% | $2,521-68.2% | $2,440-67.1% |
| Participant deferral / active EE | $3,383 | $3,270+3.5% | $4,049-16.5% | $3,607-6.2% |
| Admin fee / account holder | $17,445 | $5,055+245.1% | $7,497+132.7% | $5,124+240.4% |