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 | $28,561 | $73,933-61.4% | $96,683-70.5% | $75,163-62.0% |
| Participation rate | 81.2% | 66.4%+14.7pp | 74.3%+6.8pp | 67.2%+14.0pp |
| Annual return | 11.55% | 26.70%-15.2pp | 35.69%-24.1pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,509 | $2,928-48.4% | $3,737-59.6% | $2,670-43.5% |
| Participant deferral / active EE | $3,961 | $3,659+8.2% | $4,878-18.8% | $4,125-4.0% |
| Admin fee / account holder | $3,417 | $5,216-34.5% | $6,730-49.2% | $5,651-39.5% |