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 | $36,794 | $81,947-55.1% | $105,387-65.1% | $72,985-49.6% |
| Participation rate | 96.5% | 76.5%+20.0pp | 82.6%+13.9pp | 69.5%+27.0pp |
| Annual return | 2.51% | 42.90%-40.4pp | 26.82%-24.3pp | 81.00%-78.5pp |
| Employer contribution / active EE | $1,482 | $3,468-57.3% | $4,213-64.8% | $2,440-39.2% |
| Participant deferral / active EE | $2,417 | $4,494-46.2% | $5,502-56.1% | $3,607-33.0% |
| Admin fee / account holder | $4,542 | $6,258-27.4% | $6,559-30.7% | $5,124-11.4% |