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 | $38,605 | $81,460-52.6% | $103,333-62.6% | $80,856-52.3% |
| Participation rate | 82.0% | 66.8%+15.2pp | 74.5%+7.5pp | 67.6%+14.4pp |
| Annual return | 9.74% | 25.55%-15.8pp | 24.88%-15.1pp | 35.59%-25.9pp |
| Employer contribution / active EE | $940 | $3,105-69.7% | $3,868-75.7% | $2,755-65.9% |
| Participant deferral / active EE | $2,102 | $3,869-45.7% | $5,057-58.4% | $4,296-51.1% |
| Admin fee / account holder | $3,341 | $6,566-49.1% | $8,355-60.0% | $6,918-51.7% |