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 | $52,188 | $106,584-51.0% | $101,326-48.5% | $142,382-63.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 3.79% | 36.93%-33.1pp | 36.82%-33.0pp | 217.08%-213.3pp |
| Employer contribution / active EE | $2,230 | $3,956-43.6% | $3,665-39.2% | $4,299-48.1% |
| Participant deferral / active EE | $3,358 | $8,297-59.5% | $7,994-58.0% | $6,507-48.4% |
| Admin fee / account holder | $25,407 | $11,446+122.0% | $11,185+127.2% | $12,624+101.3% |