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 | $40,396 | $65,365-38.2% | $92,893-56.5% | $72,985-44.7% |
| Participation rate | 94.5% | 68.3%+26.2pp | 76.0%+18.5pp | 69.5%+25.1pp |
| Annual return | 16.16% | 42.10%-25.9pp | 109.41%-93.3pp | 81.00%-64.8pp |
| Employer contribution / active EE | $3,878 | $2,594+49.5% | $3,653+6.2% | $2,440+58.9% |
| Participant deferral / active EE | $2,662 | $3,128-14.9% | $4,236-37.2% | $3,607-26.2% |
| Admin fee / account holder | $2,949 | $4,251-30.6% | $5,794-49.1% | $5,124-42.4% |