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 | $46,996 | $67,606-30.5% | $82,313-42.9% | $70,131-33.0% |
| Participation rate | 90.5% | 72.8%+17.7pp | 76.9%+13.6pp | 69.5%+20.9pp |
| Annual return | 4.28% | 21.57%-17.3pp | 25.88%-21.6pp | 73.14%-68.9pp |
| Employer contribution / active EE | $895 | $1,755-49.0% | $2,428-63.1% | $2,342-61.8% |
| Participant deferral / active EE | $2,752 | $2,987-7.9% | $3,706-25.7% | $3,332-17.4% |
| Admin fee / account holder | $2,181 | $4,512-51.7% | $5,608-61.1% | $4,645-53.0% |