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 | $56,160 | $67,606-16.9% | $82,313-31.8% | $70,131-19.9% |
| Participation rate | 85.1% | 72.8%+12.3pp | 76.9%+8.2pp | 69.5%+15.6pp |
| Annual return | 9.34% | 21.57%-12.2pp | 25.88%-16.5pp | 73.14%-63.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,779 | $2,987-40.4% | $3,706-52.0% | $3,332-46.6% |
| Admin fee / account holder | $5,940 | $4,512+31.6% | $5,608+5.9% | $4,645+27.9% |