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 | $39,809 | $76,367-47.9% | $93,606-57.5% | $72,985-45.5% |
| Participation rate | 81.0% | 71.7%+9.2pp | 75.8%+5.1pp | 69.5%+11.5pp |
| Annual return | 3.85% | 25.82%-22.0pp | 32.76%-28.9pp | 81.00%-77.2pp |
| Employer contribution / active EE | $764 | $2,275-66.4% | $2,718-71.9% | $2,440-68.7% |
| Participant deferral / active EE | $1,619 | $3,538-54.2% | $4,069-60.2% | $3,607-55.1% |
| Admin fee / account holder | $5,306 | $6,838-22.4% | $7,888-32.7% | $5,124+3.5% |