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 | $46,423 | $71,050-34.7% | $93,606-50.4% | $80,856-42.6% |
| Participation rate | 81.5% | 60.4%+21.1pp | 68.7%+12.8pp | 67.6%+13.8pp |
| Annual return | 9.87% | 11.26%-1.4pp | 133.20%-123.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,047 | $1,564-33.0% | $2,420-56.7% | $2,755-62.0% |
| Participant deferral / active EE | $3,216 | $4,034-20.3% | $4,411-27.1% | $4,296-25.1% |
| Admin fee / account holder | $1,638 | $6,945-76.4% | $8,285-80.2% | $6,918-76.3% |