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 | $53,568 | $80,968-33.8% | $96,544-44.5% | $75,163-28.7% |
| Participation rate | 81.6% | 71.8%+9.8pp | 76.0%+5.6pp | 67.2%+14.4pp |
| Annual return | 11.05% | 27.06%-16.0pp | 25.84%-14.8pp | 160.62%-149.6pp |
| Employer contribution / active EE | $2,076 | $2,282-9.0% | $2,965-30.0% | $2,670-22.3% |
| Participant deferral / active EE | $3,328 | $3,928-15.3% | $4,851-31.4% | $4,125-19.3% |
| Admin fee / account holder | $28,356 | $6,724+321.7% | $8,252+243.6% | $5,651+401.8% |