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 | $44,195 | $74,927-41.0% | $101,794-56.6% | $84,808-47.9% |
| Participation rate | 72.6% | 61.4%+11.2pp | 69.2%+3.4pp | 68.3%+4.3pp |
| Annual return | 10.50% | 18.70%-8.2pp | 30.53%-20.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $779 | $1,522-48.8% | $2,289-66.0% | $2,631-70.4% |
| Participant deferral / active EE | $2,789 | $3,099-10.0% | $4,084-31.7% | $4,212-33.8% |
| Admin fee / account holder | $9,116 | $6,514+39.9% | $8,777+3.9% | $7,344+24.1% |