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 | $63,092 | $95,803-34.1% | $113,168-44.2% | $84,808-25.6% |
| Participation rate | 72.3% | 72.9%-0.5pp | 76.6%-4.2pp | 68.3%+4.0pp |
| Annual return | 11.86% | 25.00%-13.1pp | 24.27%-12.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,160 | $2,360-50.9% | $2,975-61.0% | $2,631-55.9% |
| Participant deferral / active EE | $2,074 | $4,242-51.1% | $5,107-59.4% | $4,212-50.7% |
| Admin fee / account holder | $14,132 | $8,989+57.2% | $12,068+17.1% | $7,344+92.4% |