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 | $27,540 | $73,933-62.8% | $96,683-71.5% | $75,163-63.4% |
| Participation rate | 89.1% | 66.4%+22.7pp | 74.3%+14.7pp | 67.2%+21.9pp |
| Annual return | 7.76% | 26.70%-18.9pp | 35.69%-27.9pp | 160.62%-152.9pp |
| Employer contribution / active EE | $3,973 | $2,928+35.7% | $3,737+6.3% | $2,670+48.8% |
| Participant deferral / active EE | $1,492 | $3,659-59.2% | $4,878-69.4% | $4,125-63.8% |
| Admin fee / account holder | $2,707 | $5,216-48.1% | $6,730-59.8% | $5,651-52.1% |