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 | $39,158 | $67,606-42.1% | $82,313-52.4% | $70,131-44.2% |
| Participation rate | 75.8% | 72.8%+3.0pp | 76.9%-1.1pp | 69.5%+6.3pp |
| Annual return | 11.55% | 21.57%-10.0pp | 25.88%-14.3pp | 73.14%-61.6pp |
| Employer contribution / active EE | $616 | $1,755-64.9% | $2,428-74.6% | $2,342-73.7% |
| Participant deferral / active EE | $1,778 | $2,987-40.5% | $3,706-52.0% | $3,332-46.6% |
| Admin fee / account holder | $1,943 | $4,512-56.9% | $5,608-65.3% | $4,645-58.2% |