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 | $54,806 | $63,764-14.0% | $81,930-33.1% | $79,858-31.4% |
| Participation rate | 75.0% | 67.5%+7.5pp | 72.0%+3.0pp | 69.6%+5.4pp |
| Annual return | 8.11% | 22.66%-14.5pp | 29.49%-21.4pp | 31.71%-23.6pp |
| Employer contribution / active EE | $508 | $1,795-71.7% | $4,310-88.2% | $2,471-79.4% |
| Participant deferral / active EE | $1,146 | $2,780-58.8% | $7,107-83.9% | $3,740-69.4% |
| Admin fee / account holder | $2,977 | $4,426-32.8% | $5,158-42.3% | $5,306-43.9% |