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 9-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 | $43,121 | $62,672-31.2% | $185,117-76.7% | $70,131-38.5% |
| Participation rate | 77.8% | 63.8%+14.0pp | 77.3%+0.5pp | 69.5%+8.2pp |
| Annual return | 12.21% | 40.79%-28.6pp | 40.50%-28.3pp | 73.14%-60.9pp |
| Employer contribution / active EE | $528 | $1,753-69.9% | $4,182-87.4% | $2,342-77.4% |
| Participant deferral / active EE | $2,687 | $3,272-17.9% | $5,045-46.7% | $3,332-19.4% |
| Admin fee / account holder | $2,634 | $3,932-33.0% | $8,159-67.7% | $4,645-43.3% |