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 | $44,210 | $99,341-55.5% | $84,750-47.8% | $273,961-83.9% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 1.76% | 22.93%-21.2pp | 22.78%-21.0pp | 41.45%-39.7pp |
| Employer contribution / active EE | $973 | $4,214-76.9% | $3,574-72.8% | $4,869-80.0% |
| Participant deferral / active EE | $2,379 | $4,269-44.3% | $3,712-35.9% | $5,287-55.0% |
| Admin fee / account holder | $7,593 | $6,644+14.3% | $5,332+42.4% | $10,132-25.1% |