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 | $42,916 | $63,355-32.3% | $91,989-53.3% | $72,985-41.2% |
| Participation rate | 70.4% | 72.5%-2.1pp | 78.6%-8.3pp | 69.5%+0.9pp |
| Annual return | 15.08% | 35.35%-20.3pp | 69.02%-53.9pp | 81.00%-65.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,247 | $4,883-13.0% | $5,923-28.3% | $3,607+17.7% |
| Admin fee / account holder | $3,312 | $4,668-29.0% | $7,743-57.2% | $5,124-35.4% |