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 | $60,136 | $67,606-11.0% | $82,313-26.9% | $70,131-14.3% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.9%+8.3pp | 69.5%+15.6pp |
| Annual return | 10.35% | 21.57%-11.2pp | 25.88%-15.5pp | 73.14%-62.8pp |
| Employer contribution / active EE | $1,799 | $1,755+2.5% | $2,428-25.9% | $2,342-23.2% |
| Participant deferral / active EE | $3,049 | $2,987+2.1% | $3,706-17.7% | $3,332-8.5% |
| Admin fee / account holder | $9,218 | $4,512+104.3% | $5,608+64.4% | $4,645+98.4% |