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 7-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 | $44,972 | $78,422-42.7% | $95,952-53.1% | $79,858-43.7% |
| Participation rate | 70.0% | 73.5%-3.5pp | 77.1%-7.1pp | 69.6%+0.4pp |
| Annual return | 7.39% | 19.37%-12.0pp | 91.61%-84.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,465 | $1,945-24.7% | $2,541-42.4% | $2,471-40.7% |
| Participant deferral / active EE | $2,723 | $3,440-20.8% | $4,167-34.7% | $3,740-27.2% |
| Admin fee / account holder | $6,009 | $5,622+6.9% | $6,795-11.6% | $5,306+13.2% |