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 | $28,569 | $58,523-51.2% | $99,443-71.3% | $72,985-60.9% |
| Participation rate | 90.7% | 64.6%+26.1pp | 73.8%+16.9pp | 69.5%+21.2pp |
| Annual return | 2.43% | 28.51%-26.1pp | 30.72%-28.3pp | 81.00%-78.6pp |
| Employer contribution / active EE | $1,391 | $1,512-8.0% | $2,540-45.2% | $2,440-43.0% |
| Participant deferral / active EE | $2,104 | $2,606-19.3% | $3,619-41.9% | $3,607-41.7% |
| Admin fee / account holder | $3,607 | $4,102-12.1% | $6,250-42.3% | $5,124-29.6% |