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 | $53,014 | $95,803-44.7% | $113,168-53.2% | $84,808-37.5% |
| Participation rate | 88.0% | 72.9%+15.1pp | 76.6%+11.4pp | 68.3%+19.7pp |
| Annual return | 6.14% | 25.00%-18.9pp | 24.27%-18.1pp | 40.90%-34.8pp |
| Employer contribution / active EE | $1,415 | $2,360-40.1% | $2,975-52.5% | $2,631-46.2% |
| Participant deferral / active EE | $4,745 | $4,242+11.9% | $5,107-7.1% | $4,212+12.7% |
| Admin fee / account holder | $76,915 | $8,989+755.7% | $12,068+537.4% | $7,344+947.4% |