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 | $49,456 | $54,541-9.3% | $78,778-37.2% | $70,131-29.5% |
| Participation rate | 70.6% | 60.8%+9.8pp | 69.2%+1.4pp | 69.5%+1.0pp |
| Annual return | 8.23% | 21.07%-12.8pp | 35.62%-27.4pp | 73.14%-64.9pp |
| Employer contribution / active EE | $340 | $1,089-68.8% | $1,986-82.9% | $2,342-85.5% |
| Participant deferral / active EE | $1,775 | $2,210-19.7% | $2,958-40.0% | $3,332-46.7% |
| Admin fee / account holder | $4,012 | $3,709+8.2% | $5,134-21.9% | $4,645-13.6% |