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 | $55,656 | $58,512-4.9% | $84,015-33.8% | $72,985-23.7% |
| Participation rate | 77.8% | 61.2%+16.6pp | 69.0%+8.8pp | 69.5%+8.3pp |
| Annual return | 13.73% | 28.93%-15.2pp | 71.31%-57.6pp | 81.00%-67.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,893 | $2,394-20.9% | $3,239-41.5% | $3,607-47.5% |
| Admin fee / account holder | $4,180 | $4,569-8.5% | $6,101-31.5% | $5,124-18.4% |