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 | $54,680 | $60,349-9.4% | $74,183-26.3% | $62,891-13.1% |
| Participation rate | 94.4% | 72.7%+21.7pp | 76.6%+17.8pp | 69.3%+25.1pp |
| Annual return | 2.78% | 21.37%-18.6pp | 17.74%-15.0pp | 20.14%-17.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,365 | $2,856-17.2% | $3,550-33.4% | $3,203-26.2% |
| Admin fee / account holder | $4,314 | $4,261+1.2% | $5,586-22.8% | $4,296+0.4% |