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 | $32,569 | $73,787-55.9% | $98,716-67.0% | $82,448-60.5% |
| Participation rate | 79.4% | 61.4%+18.0pp | 69.3%+10.1pp | 68.1%+11.3pp |
| Annual return | 11.40% | 18.57%-7.2pp | 31.81%-20.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,237 | $1,511-18.1% | $2,279-45.7% | $2,551-51.5% |
| Participant deferral / active EE | $2,135 | $3,081-30.7% | $4,048-47.2% | $4,139-48.4% |
| Admin fee / account holder | $4,511 | $6,500-30.6% | $8,703-48.2% | $7,234-37.6% |