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 5-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 | $32,998 | $88,672-62.8% | $105,223-68.6% | $82,448-60.0% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 12.80% | 30.86%-18.1pp | 180.65%-167.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,369 | $3,048-22.3% | $3,689-35.8% | $2,551-7.1% |
| Participant deferral / active EE | $4,881 | $4,036+20.9% | $5,072-3.8% | $4,139+17.9% |
| Admin fee / account holder | $1,532 | $7,146-78.6% | $8,859-82.7% | $7,234-78.8% |