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 | $43,824 | $95,803-54.3% | $113,168-61.3% | $84,808-48.3% |
| Participation rate | 76.9% | 72.9%+4.1pp | 76.6%+0.4pp | 68.3%+8.6pp |
| Annual return | 11.17% | 25.00%-13.8pp | 24.27%-13.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $4,105 | $2,360+74.0% | $2,975+38.0% | $2,631+56.0% |
| Participant deferral / active EE | $3,282 | $4,242-22.6% | $5,107-35.7% | $4,212-22.1% |
| Admin fee / account holder | $970 | $8,989-89.2% | $12,068-92.0% | $7,344-86.8% |