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 | $54,334 | $106,515-49.0% | $96,683-43.8% | $139,434-61.0% |
| Participation rate | 91.3% | 77.8%+13.5pp | 74.3%+17.0pp | 80.3%+11.0pp |
| Annual return | 7.37% | 38.43%-31.1pp | 35.69%-28.3pp | 372.94%-365.6pp |
| Employer contribution / active EE | $2,965 | $4,103-27.7% | $3,737-20.7% | $4,751-37.6% |
| Participant deferral / active EE | $2,986 | $5,454-45.3% | $4,878-38.8% | $6,710-55.5% |
| Admin fee / account holder | $15,767 | $7,877+100.2% | $6,730+134.3% | $11,403+38.3% |