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 | $39,065 | $81,460-52.0% | $103,333-62.2% | $80,856-51.7% |
| Participation rate | 74.1% | 66.8%+7.2pp | 74.5%-0.4pp | 67.6%+6.4pp |
| Annual return | 4.65% | 25.55%-20.9pp | 24.88%-20.2pp | 35.59%-30.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,759 | $3,869+74.7% | $5,057+33.6% | $4,296+57.3% |
| Admin fee / account holder | $11,928 | $6,566+81.7% | $8,355+42.8% | $6,918+72.4% |