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 | $40,393 | $87,013-53.6% | $106,213-62.0% | $80,856-50.0% |
| Participation rate | 94.3% | 70.4%+23.8pp | 75.3%+19.0pp | 67.6%+26.6pp |
| Annual return | 7.88% | 17.05%-9.2pp | 116.14%-108.3pp | 35.59%-27.7pp |
| Employer contribution / active EE | $859 | $2,395-64.2% | $3,171-72.9% | $2,755-68.8% |
| Participant deferral / active EE | $2,207 | $3,986-44.6% | $5,016-56.0% | $4,296-48.6% |
| Admin fee / account holder | $10,967 | $8,431+30.1% | $11,033-0.6% | $6,918+58.5% |