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 | $42,558 | $111,535-61.8% | $105,223-59.6% | $137,256-69.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 10.78% | 237.85%-227.1pp | 180.65%-169.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,736 | $5,500-50.3% | $5,072-46.1% | $6,407-57.3% |
| Admin fee / account holder | $10,991 | $9,721+13.1% | $8,859+24.1% | $12,270-10.4% |