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 | $49,061 | $102,605-52.2% | $145,661-66.3% | $84,808-42.1% |
| Participation rate | 81.1% | 74.3%+6.9pp | 77.2%+3.9pp | 68.3%+12.8pp |
| Annual return | 12.30% | 26.50%-14.2pp | 101.46%-89.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,580 | $5,750-37.7% | $7,198-50.3% | $4,212-15.0% |
| Admin fee / account holder | $2,111 | $8,758-75.9% | $12,466-83.1% | $7,344-71.2% |