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 | $33,493 | $95,266-64.8% | $82,389-59.3% | $142,382-76.5% |
| Participation rate | 88.2% | 74.5%+13.8pp | 69.5%+18.7pp | 80.1%+8.1pp |
| Annual return | 5.45% | 25.74%-20.3pp | 28.67%-23.2pp | 217.08%-211.6pp |
| Employer contribution / active EE | $2,513 | $2,991-16.0% | $2,517-0.1% | $4,299-41.5% |
| Participant deferral / active EE | $2,395 | $4,809-50.2% | $4,155-42.4% | $6,507-63.2% |
| Admin fee / account holder | $84,544 | $8,563+887.3% | $7,231+1069.2% | $12,624+569.7% |