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 | $45,465 | $95,803-52.5% | $113,168-59.8% | $84,808-46.4% |
| Participation rate | 75.0% | 72.9%+2.1pp | 76.6%-1.6pp | 68.3%+6.7pp |
| Annual return | 11.67% | 25.00%-13.3pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,146 | $2,360-9.1% | $2,975-27.9% | $2,631-18.4% |
| Participant deferral / active EE | $3,691 | $4,242-13.0% | $5,107-27.7% | $4,212-12.4% |
| Admin fee / account holder | $13,363 | $8,989+48.7% | $12,068+10.7% | $7,344+82.0% |