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 | $50,894 | $64,348-20.9% | $90,160-43.6% | $70,131-27.4% |
| Participation rate | 96.8% | 70.4%+26.3pp | 76.9%+19.9pp | 69.5%+27.2pp |
| Annual return | 9.62% | 28.13%-18.5pp | 34.88%-25.3pp | 73.14%-63.5pp |
| Employer contribution / active EE | $575 | $2,046-71.9% | $3,318-82.7% | $2,342-75.5% |
| Participant deferral / active EE | $1,904 | $4,389-56.6% | $5,288-64.0% | $3,332-42.9% |
| Admin fee / account holder | $2,940 | $3,944-25.4% | $5,943-50.5% | $4,645-36.7% |