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 | $41,419 | $78,926-47.5% | $136,749-69.7% | $84,808-51.2% |
| Participation rate | 89.3% | 62.2%+27.1pp | 72.1%+17.1pp | 68.3%+21.0pp |
| Annual return | 10.75% | 18.17%-7.4pp | 24.33%-13.6pp | 40.90%-30.1pp |
| Employer contribution / active EE | $702 | $2,134-67.1% | $3,400-79.4% | $2,631-73.3% |
| Participant deferral / active EE | $3,038 | $3,168-4.1% | $4,692-35.2% | $4,212-27.9% |
| Admin fee / account holder | $6,220 | $6,369-2.3% | $11,386-45.4% | $7,344-15.3% |