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 | $46,542 | $77,419-39.9% | $69,455-33.0% | $152,861-69.6% |
| Participation rate | 89.5% | 78.1%+11.4pp | 74.6%+14.9pp | 82.4%+7.0pp |
| Annual return | 2.18% | 39.06%-36.9pp | 28.97%-26.8pp | 345.32%-343.1pp |
| Employer contribution / active EE | $526 | $3,315-84.1% | $2,779-81.1% | $4,762-88.9% |
| Participant deferral / active EE | $3,522 | $4,414-20.2% | $3,535-0.4% | $5,850-39.8% |
| Admin fee / account holder | $5,836 | $6,207-6.0% | $3,839+52.0% | $11,596-49.7% |