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 | $69,205 | $83,477-17.1% | $125,175-44.7% | $72,985-5.2% |
| Participation rate | 75.6% | 73.3%+2.3pp | 79.8%-4.2pp | 69.5%+6.1pp |
| Annual return | 3.32% | 25.78%-22.5pp | 43.79%-40.5pp | 81.00%-77.7pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $439 | $5,517-92.0% | $9,702-95.5% | $5,124-91.4% |