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 | $44,997 | $65,365-31.2% | $92,893-51.6% | $72,985-38.3% |
| Participation rate | 86.4% | 68.3%+18.1pp | 76.0%+10.4pp | 69.5%+16.9pp |
| Annual return | 4.92% | 42.10%-37.2pp | 109.41%-104.5pp | 81.00%-76.1pp |
| Employer contribution / active EE | $909 | $2,594-65.0% | $3,653-75.1% | $2,440-62.8% |
| Participant deferral / active EE | $2,197 | $3,128-29.8% | $4,236-48.1% | $3,607-39.1% |
| Admin fee / account holder | $473 | $4,251-88.9% | $5,794-91.8% | $5,124-90.8% |