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 | $31,884 | $72,277-55.9% | $101,248-68.5% | $79,858-60.1% |
| Participation rate | 81.1% | 68.5%+12.7pp | 75.8%+5.3pp | 69.6%+11.5pp |
| Annual return | 5.07% | 22.30%-17.2pp | 46.47%-41.4pp | 31.71%-26.6pp |
| Employer contribution / active EE | $1,648 | $2,692-38.8% | $3,660-55.0% | $2,471-33.3% |
| Participant deferral / active EE | $3,606 | $3,282+9.9% | $4,370-17.5% | $3,740-3.6% |
| Admin fee / account holder | $2,518 | $4,400-42.8% | $5,945-57.6% | $5,306-52.5% |