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 | $41,174 | $71,050-42.0% | $93,606-56.0% | $80,856-49.1% |
| Participation rate | 80.8% | 60.4%+20.4pp | 68.7%+12.0pp | 67.6%+13.1pp |
| Annual return | 7.86% | 11.26%-3.4pp | 133.20%-125.3pp | 35.59%-27.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,912 | $4,034-52.6% | $4,411-56.7% | $4,296-55.5% |
| Admin fee / account holder | $10,960 | $6,945+57.8% | $8,285+32.3% | $6,918+58.4% |