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 | $46,808 | $54,705-14.4% | $71,209-34.3% | $84,808-44.8% |
| Participation rate | 71.9% | 64.1%+7.8pp | 73.8%-1.9pp | 68.3%+3.6pp |
| Annual return | 11.35% | 35.90%-24.5pp | 282.51%-271.2pp | 40.90%-29.5pp |
| Employer contribution / active EE | $609 | $2,158-71.8% | $2,721-77.6% | $2,631-76.9% |
| Participant deferral / active EE | $2,570 | $3,030-15.2% | $4,175-38.4% | $4,212-39.0% |
| Admin fee / account holder | $3,883 | $4,863-20.2% | $5,349-27.4% | $7,344-47.1% |