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 | $65,471 | $81,460-19.6% | $103,333-36.6% | $80,856-19.0% |
| Participation rate | 93.8% | 66.8%+27.0pp | 74.5%+19.3pp | 67.6%+26.2pp |
| Annual return | 7.09% | 25.55%-18.5pp | 24.88%-17.8pp | 35.59%-28.5pp |
| Employer contribution / active EE | $10,800 | $3,105+247.8% | $3,868+179.2% | $2,755+292.0% |
| Participant deferral / active EE | $2,515 | $3,869-35.0% | $5,057-50.3% | $4,296-41.5% |
| Admin fee / account holder | $6,099 | $6,566-7.1% | $8,355-27.0% | $6,918-11.8% |