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 | $35,966 | $54,762-34.3% | $90,281-60.2% | $72,985-50.7% |
| Participation rate | 94.9% | 65.1%+29.7pp | 73.3%+21.6pp | 69.5%+25.4pp |
| Annual return | 8.73% | 30.63%-21.9pp | 78.10%-69.4pp | 81.00%-72.3pp |
| Employer contribution / active EE | $1,993 | $2,092-4.8% | $2,854-30.2% | $2,440-18.3% |
| Participant deferral / active EE | $1,850 | $2,887-35.9% | $3,885-52.4% | $3,607-48.7% |
| Admin fee / account holder | $7,122 | $3,972+79.3% | $5,351+33.1% | $5,124+39.0% |