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 | $70,493 | $48,364+45.8% | $71,796-1.8% | $62,891+12.1% |
| Participation rate | 82.8% | 60.6%+22.1pp | 69.1%+13.6pp | 69.3%+13.5pp |
| Annual return | 3.36% | 13.16%-9.8pp | 78.04%-74.7pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,098 | $1,042+5.4% | $1,924-43.0% | $2,281-51.9% |
| Participant deferral / active EE | $2,426 | $2,091+16.0% | $2,794-13.2% | $3,203-24.2% |
| Admin fee / account holder | $1,728 | $3,771-54.2% | $4,815-64.1% | $4,296-59.8% |