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 | $50,300 | $95,803-47.5% | $113,168-55.6% | $84,808-40.7% |
| Participation rate | 95.6% | 72.9%+22.7pp | 76.6%+19.0pp | 68.3%+27.2pp |
| Annual return | 10.19% | 25.00%-14.8pp | 24.27%-14.1pp | 40.90%-30.7pp |
| Employer contribution / active EE | $1,801 | $2,360-23.7% | $2,975-39.5% | $2,631-31.5% |
| Participant deferral / active EE | $4,039 | $4,242-4.8% | $5,107-20.9% | $4,212-4.1% |
| Admin fee / account holder | $19,612 | $8,989+118.2% | $12,068+62.5% | $7,344+167.0% |