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 | $47,564 | $91,190-47.8% | $178,490-73.4% | $79,858-40.4% |
| Participation rate | 89.3% | 69.2%+20.1pp | 81.9%+7.4pp | 69.6%+19.7pp |
| Annual return | 5.15% | 24.19%-19.0pp | 151.07%-145.9pp | 31.71%-26.6pp |
| Employer contribution / active EE | $650 | $3,256-80.0% | $5,011-87.0% | $2,471-73.7% |
| Participant deferral / active EE | $1,089 | $3,236-66.4% | $5,202-79.1% | $3,740-70.9% |
| Admin fee / account holder | $6,029 | $6,751-10.7% | $13,984-56.9% | $5,306+13.6% |