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 | $45,898 | $59,839-23.3% | $81,983-44.0% | $79,858-42.5% |
| Participation rate | 74.0% | 61.6%+12.4pp | 69.2%+4.8pp | 69.6%+4.4pp |
| Annual return | 6.79% | 17.56%-10.8pp | 41.31%-34.5pp | 31.71%-24.9pp |
| Employer contribution / active EE | $972 | $1,713-43.3% | $2,498-61.1% | $2,471-60.7% |
| Participant deferral / active EE | $2,602 | $2,695-3.4% | $3,722-30.1% | $3,740-30.4% |
| Admin fee / account holder | $22,660 | $4,287+428.5% | $5,664+300.1% | $5,306+327.0% |