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 | $45,479 | $78,422-42.0% | $95,952-52.6% | $79,858-43.1% |
| Participation rate | 81.4% | 73.5%+7.9pp | 77.1%+4.3pp | 69.6%+11.8pp |
| Annual return | 5.44% | 19.37%-13.9pp | 91.61%-86.2pp | 31.71%-26.3pp |
| Employer contribution / active EE | $914 | $1,945-53.0% | $2,541-64.0% | $2,471-63.0% |
| Participant deferral / active EE | $4,369 | $3,440+27.0% | $4,167+4.9% | $3,740+16.8% |
| Admin fee / account holder | $8,757 | $5,622+55.8% | $6,795+28.9% | $5,306+65.0% |