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 | $66,231 | $95,803-30.9% | $113,168-41.5% | $84,808-21.9% |
| Participation rate | 79.1% | 72.9%+6.2pp | 76.6%+2.5pp | 68.3%+10.8pp |
| Annual return | 11.89% | 25.00%-13.1pp | 24.27%-12.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,078 | $2,360-11.9% | $2,975-30.1% | $2,631-21.0% |
| Participant deferral / active EE | $3,685 | $4,242-13.1% | $5,107-27.8% | $4,212-12.5% |
| Admin fee / account holder | $9,397 | $8,989+4.5% | $12,068-22.1% | $7,344+28.0% |