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 | $42,284 | $76,552-44.8% | $123,892-65.9% | $62,891-32.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.37% | 18.68%-14.3pp | 47.52%-43.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $840 | $2,883-70.9% | $4,617-81.8% | $2,281-63.2% |
| Participant deferral / active EE | $4,814 | $4,840-0.5% | $5,984-19.6% | $3,203+50.3% |
| Admin fee / account holder | $888 | $4,826-81.6% | $8,357-89.4% | $4,296-79.3% |