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 | $46,155 | $71,050-35.0% | $93,606-50.7% | $80,856-42.9% |
| Participation rate | 77.8% | 60.4%+17.4pp | 68.7%+9.1pp | 67.6%+10.1pp |
| Annual return | 8.28% | 11.26%-3.0pp | 133.20%-124.9pp | 35.59%-27.3pp |
| Employer contribution / active EE | $958 | $1,564-38.7% | $2,420-60.4% | $2,755-65.2% |
| Participant deferral / active EE | $2,813 | $4,034-30.3% | $4,411-36.2% | $4,296-34.5% |
| Admin fee / account holder | $3,723 | $6,945-46.4% | $8,285-55.1% | $6,918-46.2% |