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 | $46,323 | $58,523-20.8% | $99,443-53.4% | $72,985-36.5% |
| Participation rate | 77.4% | 64.6%+12.7pp | 73.8%+3.5pp | 69.5%+7.9pp |
| Annual return | 16.00% | 28.51%-12.5pp | 30.72%-14.7pp | 81.00%-65.0pp |
| Employer contribution / active EE | $598 | $1,512-60.5% | $2,540-76.5% | $2,440-75.5% |
| Participant deferral / active EE | $3,120 | $2,606+19.7% | $3,619-13.8% | $3,607-13.5% |
| Admin fee / account holder | $2,961 | $4,102-27.8% | $6,250-52.6% | $5,124-42.2% |