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 | $64,252 | $80,968-20.6% | $96,544-33.4% | $75,163-14.5% |
| Participation rate | 73.8% | 71.8%+2.0pp | 76.0%-2.2pp | 67.2%+6.6pp |
| Annual return | 9.60% | 27.06%-17.5pp | 25.84%-16.2pp | 160.62%-151.0pp |
| Employer contribution / active EE | $1,372 | $2,282-39.9% | $2,965-53.7% | $2,670-48.6% |
| Participant deferral / active EE | $2,990 | $3,928-23.9% | $4,851-38.4% | $4,125-27.5% |
| Admin fee / account holder | $21,311 | $6,724+216.9% | $8,252+158.2% | $5,651+277.1% |