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 | $74,927-56.5% | $101,794-68.0% | $84,808-61.6% |
| Participation rate | 79.4% | 61.4%+18.0pp | 69.2%+10.2pp | 68.3%+11.1pp |
| Annual return | 11.40% | 18.70%-7.3pp | 30.53%-19.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,237 | $1,522-18.7% | $2,289-45.9% | $2,631-53.0% |
| Participant deferral / active EE | $2,135 | $3,099-31.1% | $4,084-47.7% | $4,212-49.3% |
| Admin fee / account holder | $4,511 | $6,514-30.7% | $8,777-48.6% | $7,344-38.6% |