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 | $45,857 | $86,929-47.2% | $102,423-55.2% | $80,856-43.3% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.6pp | 67.6%+29.4pp |
| Annual return | 8.60% | 18.88%-10.3pp | 29.32%-20.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $3,069 | $2,369+29.5% | $3,023+1.5% | $2,755+11.4% |
| Participant deferral / active EE | $4,170 | $4,118+1.3% | $5,053-17.5% | $4,296-2.9% |
| Admin fee / account holder | $10,955 | $8,049+36.1% | $9,451+15.9% | $6,918+58.4% |