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 | $40,470 | $67,411-40.0% | $91,001-55.5% | $70,131-42.3% |
| Participation rate | 72.5% | 71.4%+1.1pp | 75.6%-3.1pp | 69.5%+3.0pp |
| Annual return | 9.85% | -40.16%+50.0pp | 4.60%+5.3pp | 73.14%-63.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,394 | $2,823-50.6% | $3,547-60.7% | $3,332-58.1% |
| Admin fee / account holder | $3,276 | $4,236-22.7% | $5,417-39.5% | $4,645-29.5% |