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 | $45,214 | $60,349-25.1% | $74,183-39.1% | $62,891-28.1% |
| Participation rate | 98.0% | 72.7%+25.2pp | 76.6%+21.3pp | 69.3%+28.7pp |
| Annual return | 2.23% | 21.37%-19.1pp | 17.74%-15.5pp | 20.14%-17.9pp |
| Employer contribution / active EE | $396 | $1,680-76.4% | $2,370-83.3% | $2,281-82.6% |
| Participant deferral / active EE | $2,553 | $2,856-10.6% | $3,550-28.1% | $3,203-20.3% |
| Admin fee / account holder | $2,475 | $4,261-41.9% | $5,586-55.7% | $4,296-42.4% |