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 | $44,856 | $87,841-48.9% | $133,980-66.5% | $62,891-28.7% |
| Participation rate | 90.2% | 83.4%+6.9pp | 87.1%+3.2pp | 69.3%+20.9pp |
| Annual return | 3.13% | 12.05%-8.9pp | 29.30%-26.2pp | 20.14%-17.0pp |
| Employer contribution / active EE | $1,736 | $3,483-50.2% | $5,211-66.7% | $2,281-23.9% |
| Participant deferral / active EE | $3,164 | $4,812-34.3% | $6,282-49.6% | $3,203-1.2% |
| Admin fee / account holder | $823 | $5,371-84.7% | $9,324-91.2% | $4,296-80.8% |