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 | $54,541 | $81,460-33.0% | $103,333-47.2% | $80,856-32.5% |
| Participation rate | 70.5% | 66.8%+3.6pp | 74.5%-4.1pp | 67.6%+2.8pp |
| Annual return | 10.01% | 25.55%-15.5pp | 24.88%-14.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,200 | $3,869+112.0% | $5,057+62.1% | $4,296+90.9% |
| Admin fee / account holder | $5,289 | $6,566-19.5% | $8,355-36.7% | $6,918-23.5% |