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 | $85,232 | $72,492+17.6% | $87,100-2.1% | $72,985+16.8% |
| Participation rate | 86.8% | 72.8%+14.0pp | 76.9%+10.0pp | 69.5%+17.4pp |
| Annual return | 11.31% | 24.46%-13.1pp | 28.19%-16.9pp | 81.00%-69.7pp |
| Employer contribution / active EE | $1,812 | $1,894-4.3% | $2,521-28.1% | $2,440-25.7% |
| Participant deferral / active EE | $3,136 | $3,270-4.1% | $4,049-22.6% | $3,607-13.1% |
| Admin fee / account holder | $18,630 | $5,055+268.6% | $7,497+148.5% | $5,124+263.6% |