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 | $56,468 | $67,606-16.5% | $82,313-31.4% | $70,131-19.5% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.9%+20.0pp | 69.5%+27.3pp |
| Annual return | 3.95% | 21.57%-17.6pp | 25.88%-21.9pp | 73.14%-69.2pp |
| Employer contribution / active EE | $1,302 | $1,755-25.8% | $2,428-46.4% | $2,342-44.4% |
| Participant deferral / active EE | $4,003 | $2,987+34.0% | $3,706+8.0% | $3,332+20.2% |
| Admin fee / account holder | $18,864 | $4,512+318.1% | $5,608+236.4% | $4,645+306.1% |