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 | $47,607 | $67,894-29.9% | $89,340-46.7% | $82,448-42.3% |
| Participation rate | 94.0% | 64.0%+30.0pp | 69.6%+24.4pp | 68.1%+25.9pp |
| Annual return | 10.11% | 19.21%-9.1pp | 20.57%-10.5pp | 41.64%-31.5pp |
| Employer contribution / active EE | $4,255 | $1,828+132.8% | $2,231+90.7% | $2,551+66.8% |
| Participant deferral / active EE | $6,559 | $3,072+113.5% | $3,823+71.6% | $4,139+58.5% |
| Admin fee / account holder | $4,492 | $5,723-21.5% | $6,704-33.0% | $7,234-37.9% |