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 | $48,565 | $83,477-41.8% | $125,175-61.2% | $72,985-33.5% |
| Participation rate | 82.9% | 73.3%+9.5pp | 79.8%+3.1pp | 69.5%+13.4pp |
| Annual return | 14.00% | 25.78%-11.8pp | 43.79%-29.8pp | 81.00%-67.0pp |
| Employer contribution / active EE | $2,005 | $2,345-14.5% | $3,865-48.1% | $2,440-17.8% |
| Participant deferral / active EE | $2,351 | $3,585-34.4% | $4,937-52.4% | $3,607-34.8% |
| Admin fee / account holder | $49,011 | $5,517+788.3% | $9,702+405.2% | $5,124+856.4% |