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 | $37,911 | $54,541-30.5% | $78,778-51.9% | $70,131-45.9% |
| Participation rate | 75.0% | 60.8%+14.2pp | 69.2%+5.8pp | 69.5%+5.5pp |
| Annual return | 8.11% | 21.07%-13.0pp | 35.62%-27.5pp | 73.14%-65.0pp |
| Employer contribution / active EE | $248 | $1,089-77.2% | $1,986-87.5% | $2,342-89.4% |
| Participant deferral / active EE | $3,175 | $2,210+43.7% | $2,958+7.3% | $3,332-4.7% |
| Admin fee / account holder | $29,383 | $3,709+692.3% | $5,134+472.3% | $4,645+532.5% |