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 | $39,503 | $65,365-39.6% | $92,893-57.5% | $72,985-45.9% |
| Participation rate | 84.2% | 68.3%+15.9pp | 76.0%+8.2pp | 69.5%+14.7pp |
| Annual return | 5.30% | 42.10%-36.8pp | 109.41%-104.1pp | 81.00%-75.7pp |
| Employer contribution / active EE | $2,252 | $2,594-13.2% | $3,653-38.4% | $2,440-7.7% |
| Participant deferral / active EE | $2,680 | $3,128-14.3% | $4,236-36.7% | $3,607-25.7% |
| Admin fee / account holder | $2,413 | $4,251-43.2% | $5,794-58.4% | $5,124-52.9% |