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 | $40,247 | $58,512-31.2% | $84,015-52.1% | $72,985-44.9% |
| Participation rate | 98.7% | 61.2%+37.5pp | 69.0%+29.7pp | 69.5%+29.2pp |
| Annual return | 15.12% | 28.93%-13.8pp | 71.31%-56.2pp | 81.00%-65.9pp |
| Employer contribution / active EE | $1,965 | $1,163+69.0% | $1,983-0.9% | $2,440-19.4% |
| Participant deferral / active EE | $1,876 | $2,394-21.6% | $3,239-42.1% | $3,607-48.0% |
| Admin fee / account holder | $498 | $4,569-89.1% | $6,101-91.8% | $5,124-90.3% |