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 | $41,867 | $71,050-41.1% | $93,606-55.3% | $80,856-48.2% |
| Participation rate | 78.7% | 60.4%+18.3pp | 68.7%+9.9pp | 67.6%+11.0pp |
| Annual return | 8.78% | 11.26%-2.5pp | 133.20%-124.4pp | 35.59%-26.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,201 | $4,034+4.2% | $4,411-4.8% | $4,296-2.2% |
| Admin fee / account holder | $10,597 | $6,945+52.6% | $8,285+27.9% | $6,918+53.2% |