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 | $49,081 | $78,672-37.6% | $109,143-55.0% | $85,850-42.8% |
| Participation rate | 97.1% | 68.3%+28.9pp | 75.9%+21.3pp | 69.3%+27.8pp |
| Annual return | 6.61% | 25.09%-18.5pp | 25.75%-19.1pp | 318.53%-311.9pp |
| Employer contribution / active EE | $843 | $2,735-69.2% | $3,722-77.4% | $2,565-67.2% |
| Participant deferral / active EE | $4,056 | $3,467+17.0% | $4,653-12.8% | $3,952+2.6% |
| Admin fee / account holder | $22,968 | $5,469+320.0% | $6,752+240.2% | $6,260+266.9% |