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 | $44,153 | $81,248-45.7% | $155,509-71.6% | $80,856-45.4% |
| Participation rate | 93.6% | 66.2%+27.4pp | 78.2%+15.4pp | 67.6%+26.0pp |
| Annual return | 8.35% | 33.31%-25.0pp | 64.67%-56.3pp | 35.59%-27.2pp |
| Employer contribution / active EE | $2,886 | $3,100-6.9% | $4,672-38.2% | $2,755+4.8% |
| Participant deferral / active EE | $4,639 | $3,452+34.4% | $5,626-17.5% | $4,296+8.0% |
| Admin fee / account holder | $926 | $7,997-88.4% | $15,912-94.2% | $6,918-86.6% |