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 | $42,059 | $91,190-53.9% | $178,490-76.4% | $79,858-47.3% |
| Participation rate | 70.7% | 69.2%+1.5pp | 81.9%-11.2pp | 69.6%+1.1pp |
| Annual return | 7.11% | 24.19%-17.1pp | 151.07%-144.0pp | 31.71%-24.6pp |
| Employer contribution / active EE | $670 | $3,256-79.4% | $5,011-86.6% | $2,471-72.9% |
| Participant deferral / active EE | $3,194 | $3,236-1.3% | $5,202-38.6% | $3,740-14.6% |
| Admin fee / account holder | $8,261 | $6,751+22.4% | $13,984-40.9% | $5,306+55.7% |