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 | $39,641 | $65,365-39.4% | $92,893-57.3% | $72,985-45.7% |
| Participation rate | 93.5% | 68.3%+25.2pp | 76.0%+17.5pp | 69.5%+24.1pp |
| Annual return | 3.69% | 42.10%-38.4pp | 109.41%-105.7pp | 81.00%-77.3pp |
| Employer contribution / active EE | $968 | $2,594-62.7% | $3,653-73.5% | $2,440-60.3% |
| Participant deferral / active EE | $1,723 | $3,128-44.9% | $4,236-59.3% | $3,607-52.2% |
| Admin fee / account holder | $9,313 | $4,251+119.1% | $5,794+60.7% | $5,124+81.7% |