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 | $38,348 | $91,552-58.1% | $133,956-71.4% | $79,858-52.0% |
| Participation rate | 73.3% | 73.3%0pp | 79.8%-6.5pp | 69.6%+3.7pp |
| Annual return | 8.34% | 61.85%-53.5pp | 45.09%-36.8pp | 31.71%-23.4pp |
| Employer contribution / active EE | $585 | $2,384-75.4% | $3,919-85.1% | $2,471-76.3% |
| Participant deferral / active EE | $2,566 | $3,733-31.3% | $5,048-49.2% | $3,740-31.4% |
| Admin fee / account holder | $9,593 | $6,321+51.8% | $8,927+7.5% | $5,306+80.8% |