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 | $66,615 | $70,475-5.5% | $100,516-33.7% | $79,858-16.6% |
| Participation rate | 90.9% | 73.7%+17.3pp | 79.4%+11.5pp | 69.6%+21.3pp |
| Annual return | 1.78% | 21.90%-20.1pp | 30.89%-29.1pp | 31.71%-29.9pp |
| Employer contribution / active EE | $644 | $2,165-70.2% | $3,418-81.1% | $2,471-73.9% |
| Participant deferral / active EE | $3,136 | $5,181-39.5% | $6,270-50.0% | $3,740-16.1% |
| Admin fee / account holder | $1,440 | $4,478-67.9% | $8,081-82.2% | $5,306-72.9% |