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 | $65,633 | $78,422-16.3% | $95,952-31.6% | $79,858-17.8% |
| Participation rate | 90.3% | 73.5%+16.8pp | 77.1%+13.2pp | 69.6%+20.7pp |
| Annual return | 6.51% | 19.37%-12.9pp | 91.61%-85.1pp | 31.71%-25.2pp |
| Employer contribution / active EE | $692 | $1,945-64.4% | $2,541-72.8% | $2,471-72.0% |
| Participant deferral / active EE | $2,910 | $3,440-15.4% | $4,167-30.2% | $3,740-22.2% |
| Admin fee / account holder | $11,392 | $5,622+102.6% | $6,795+67.6% | $5,306+114.7% |