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 | $45,732 | $58,512-21.8% | $84,015-45.6% | $72,985-37.3% |
| Participation rate | 76.3% | 61.2%+15.1pp | 69.0%+7.3pp | 69.5%+6.8pp |
| Annual return | 14.02% | 28.93%-14.9pp | 71.31%-57.3pp | 81.00%-67.0pp |
| Employer contribution / active EE | $1,634 | $1,163+40.5% | $1,983-17.6% | $2,440-33.0% |
| Participant deferral / active EE | $4,277 | $2,394+78.7% | $3,239+32.1% | $3,607+18.6% |
| Admin fee / account holder | $3,636 | $4,569-20.4% | $6,101-40.4% | $5,124-29.0% |