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 | $40,658 | $72,492-43.9% | $87,100-53.3% | $72,985-44.3% |
| Participation rate | 75.5% | 72.8%+2.7pp | 76.9%-1.4pp | 69.5%+6.0pp |
| Annual return | 15.94% | 24.46%-8.5pp | 28.19%-12.2pp | 81.00%-65.1pp |
| Employer contribution / active EE | $939 | $1,894-50.4% | $2,521-62.8% | $2,440-61.5% |
| Participant deferral / active EE | $3,226 | $3,270-1.3% | $4,049-20.3% | $3,607-10.6% |
| Admin fee / account holder | $3,787 | $5,055-25.1% | $7,497-49.5% | $5,124-26.1% |