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 | $45,957 | $58,512-21.5% | $84,015-45.3% | $72,985-37.0% |
| Participation rate | 82.7% | 61.2%+21.5pp | 69.0%+13.7pp | 69.5%+13.2pp |
| Annual return | 13.03% | 28.93%-15.9pp | 71.31%-58.3pp | 81.00%-68.0pp |
| Employer contribution / active EE | $288 | $1,163-75.2% | $1,983-85.5% | $2,440-88.2% |
| Participant deferral / active EE | $2,294 | $2,394-4.2% | $3,239-29.2% | $3,607-36.4% |
| Admin fee / account holder | $2,749 | $4,569-39.8% | $6,101-54.9% | $5,124-46.4% |