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 | $29,070 | $51,175-43.2% | $70,515-58.8% | $75,163-61.3% |
| Participation rate | 76.9% | 60.9%+16.0pp | 68.3%+8.6pp | 67.2%+9.7pp |
| Annual return | 10.63% | 30.02%-19.4pp | 32.77%-22.1pp | 160.62%-150.0pp |
| Employer contribution / active EE | $902 | $1,826-50.6% | $2,973-69.7% | $2,670-66.2% |
| Participant deferral / active EE | $2,423 | $2,849-14.9% | $4,567-46.9% | $4,125-41.3% |
| Admin fee / account holder | $1,921 | $4,091-53.0% | $6,412-70.0% | $5,651-66.0% |