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 | $58,328 | $89,753-35.0% | $107,525-45.8% | $84,808-31.2% |
| Participation rate | 83.3% | 68.1%+15.3pp | 75.1%+8.3pp | 68.3%+15.0pp |
| Annual return | 9.24% | 29.48%-20.2pp | 181.32%-172.1pp | 40.90%-31.7pp |
| Employer contribution / active EE | $3,283 | $3,113+5.4% | $3,754-12.5% | $2,631+24.8% |
| Participant deferral / active EE | $2,432 | $4,056-40.0% | $5,116-52.5% | $4,212-42.3% |
| Admin fee / account holder | $17,260 | $7,222+139.0% | $8,919+93.5% | $7,344+135.0% |