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 | $45,145 | $80,968-44.2% | $96,544-53.2% | $75,163-39.9% |
| Participation rate | 97.8% | 71.8%+26.1pp | 76.0%+21.9pp | 67.2%+30.6pp |
| Annual return | -0.75% | 27.06%-27.8pp | 25.84%-26.6pp | 160.62%-161.4pp |
| Employer contribution / active EE | $1,939 | $2,282-15.0% | $2,965-34.6% | $2,670-27.4% |
| Participant deferral / active EE | $2,031 | $3,928-48.3% | $4,851-58.1% | $4,125-50.8% |
| Admin fee / account holder | $4,743 | $6,724-29.5% | $8,252-42.5% | $5,651-16.1% |