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 | $35,874 | $58,828-39.0% | $77,999-54.0% | $62,891-43.0% |
| Participation rate | 94.4% | 71.1%+23.4pp | 75.5%+18.9pp | 69.3%+25.1pp |
| Annual return | 4.34% | 17.16%-12.8pp | 425.96%-421.6pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,338 | $1,672-20.0% | $2,470-45.8% | $2,281-41.3% |
| Participant deferral / active EE | $3,428 | $2,686+27.7% | $3,497-2.0% | $3,203+7.0% |
| Admin fee / account holder | $3,576 | $4,393-18.6% | $5,480-34.8% | $4,296-16.8% |