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 | $46,995 | $81,460-42.3% | $103,333-54.5% | $80,856-41.9% |
| Participation rate | 90.6% | 66.8%+23.8pp | 74.5%+16.1pp | 67.6%+23.0pp |
| Annual return | 9.37% | 25.55%-16.2pp | 24.88%-15.5pp | 35.59%-26.2pp |
| Employer contribution / active EE | $5,509 | $3,105+77.4% | $3,868+42.4% | $2,755+100.0% |
| Participant deferral / active EE | $3,713 | $3,869-4.0% | $5,057-26.6% | $4,296-13.6% |
| Admin fee / account holder | $10,271 | $6,566+56.4% | $8,355+22.9% | $6,918+48.5% |