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 | $45,094 | $81,460-44.6% | $103,333-56.4% | $80,856-44.2% |
| Participation rate | 81.8% | 66.8%+15.0pp | 74.5%+7.3pp | 67.6%+14.2pp |
| Annual return | 7.42% | 25.55%-18.1pp | 24.88%-17.5pp | 35.59%-28.2pp |
| Employer contribution / active EE | $880 | $3,105-71.7% | $3,868-77.2% | $2,755-68.0% |
| Participant deferral / active EE | $2,515 | $3,869-35.0% | $5,057-50.3% | $4,296-41.5% |
| Admin fee / account holder | $5,253 | $6,566-20.0% | $8,355-37.1% | $6,918-24.1% |