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 | $36,975 | $94,031-60.7% | $115,768-68.1% | $82,448-55.2% |
| Participation rate | 86.8% | 70.4%+16.4pp | 74.4%+12.4pp | 68.1%+18.8pp |
| Annual return | 11.88% | 20.61%-8.7pp | 100.46%-88.6pp | 41.64%-29.8pp |
| Employer contribution / active EE | $842 | $2,323-63.7% | $2,940-71.3% | $2,551-67.0% |
| Participant deferral / active EE | $2,268 | $3,972-42.9% | $4,917-53.9% | $4,139-45.2% |
| Admin fee / account holder | $1,510 | $10,249-85.3% | $12,439-87.9% | $7,234-79.1% |