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 | $44,766 | $67,606-33.8% | $82,313-45.6% | $70,131-36.2% |
| Participation rate | 81.3% | 72.8%+8.5pp | 76.9%+4.4pp | 69.5%+11.7pp |
| Annual return | 12.13% | 21.57%-9.4pp | 25.88%-13.7pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,455 | $1,755-17.1% | $2,428-40.1% | $2,342-37.9% |
| Participant deferral / active EE | $3,505 | $2,987+17.3% | $3,706-5.4% | $3,332+5.2% |
| Admin fee / account holder | $4,269 | $4,512-5.4% | $5,608-23.9% | $4,645-8.1% |