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 | $65,329 | $95,803-31.8% | $113,168-42.3% | $84,808-23.0% |
| Participation rate | 74.2% | 72.9%+1.3pp | 76.6%-2.4pp | 68.3%+5.9pp |
| Annual return | 8.53% | 25.00%-16.5pp | 24.27%-15.7pp | 40.90%-32.4pp |
| Employer contribution / active EE | $2,004 | $2,360-15.1% | $2,975-32.7% | $2,631-23.8% |
| Participant deferral / active EE | $4,101 | $4,242-3.3% | $5,107-19.7% | $4,212-2.6% |
| Admin fee / account holder | $60,793 | $8,989+576.3% | $12,068+403.8% | $7,344+727.8% |