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 | $59,896 | $109,881-45.5% | $150,045-60.1% | $84,808-29.4% |
| Participation rate | 91.5% | 76.1%+15.5pp | 82.3%+9.2pp | 68.3%+23.2pp |
| Annual return | 13.70% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,443 | $3,561-31.4% | $4,693-47.9% | $2,631-7.1% |
| Participant deferral / active EE | $3,314 | $6,636-50.1% | $7,997-58.6% | $4,212-21.3% |
| Admin fee / account holder | $31,259 | $8,568+264.8% | $13,435+132.7% | $7,344+325.7% |