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 | $80,511 | $95,803-16.0% | $113,168-28.9% | $84,808-5.1% |
| Participation rate | 82.9% | 72.9%+10.1pp | 76.6%+6.4pp | 68.3%+14.6pp |
| Annual return | 10.56% | 25.00%-14.4pp | 24.27%-13.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $2,539 | $2,360+7.6% | $2,975-14.6% | $2,631-3.5% |
| Participant deferral / active EE | $5,618 | $4,242+32.4% | $5,107+10.0% | $4,212+33.4% |
| Admin fee / account holder | $76,235 | $8,989+748.1% | $12,068+531.7% | $7,344+938.1% |