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 | $66,150 | $95,803-31.0% | $113,168-41.5% | $84,808-22.0% |
| Participation rate | 89.7% | 72.9%+16.9pp | 76.6%+13.2pp | 68.3%+21.4pp |
| Annual return | 9.05% | 25.00%-16.0pp | 24.27%-15.2pp | 40.90%-31.8pp |
| Employer contribution / active EE | $2,013 | $2,360-14.7% | $2,975-32.3% | $2,631-23.5% |
| Participant deferral / active EE | $4,181 | $4,242-1.4% | $5,107-18.1% | $4,212-0.7% |
| Admin fee / account holder | $6,545 | $8,989-27.2% | $12,068-45.8% | $7,344-10.9% |