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 | $57,859 | $72,492-20.2% | $87,100-33.6% | $72,985-20.7% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.5pp | 69.5%+27.9pp |
| Annual return | 3.87% | 24.46%-20.6pp | 28.19%-24.3pp | 81.00%-77.1pp |
| Employer contribution / active EE | $2,680 | $1,894+41.5% | $2,521+6.3% | $2,440+9.8% |
| Participant deferral / active EE | $3,858 | $3,270+18.0% | $4,049-4.7% | $3,607+6.9% |
| Admin fee / account holder | $9,259 | $5,055+83.2% | $7,497+23.5% | $5,124+80.7% |