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 | $59,651 | $181,894-67.2% | $156,549-61.9% | $273,961-78.2% |
| Participation rate | 95.7% | 88.4%+7.3pp | 84.0%+11.6pp | 83.0%+12.6pp |
| Annual return | 0.60% | 30.74%-30.1pp | 32.23%-31.6pp | 41.45%-40.9pp |
| Employer contribution / active EE | $7,703 | $6,248+23.3% | $5,501+40.0% | $4,869+58.2% |
| Participant deferral / active EE | $3,717 | $5,550-33.0% | $4,871-23.7% | $5,287-29.7% |
| Admin fee / account holder | $9,192 | $15,559-40.9% | $13,027-29.4% | $10,132-9.3% |