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 | $45,235 | $53,018-14.7% | $70,014-35.4% | $62,891-28.1% |
| Participation rate | 91.8% | 67.2%+24.6pp | 71.8%+20.0pp | 69.3%+22.5pp |
| Annual return | 4.35% | 13.35%-9.0pp | 12.99%-8.6pp | 20.14%-15.8pp |
| Employer contribution / active EE | $408 | $1,799-77.3% | $2,338-82.5% | $2,281-82.1% |
| Participant deferral / active EE | $1,969 | $2,395-17.8% | $2,931-32.8% | $3,203-38.5% |
| Admin fee / account holder | $1,687 | $3,690-54.3% | $4,380-61.5% | $4,296-60.7% |