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 | $61,947 | $80,968-23.5% | $96,544-35.8% | $75,163-17.6% |
| Participation rate | 87.4% | 71.8%+15.6pp | 76.0%+11.4pp | 67.2%+20.2pp |
| Annual return | 10.07% | 27.06%-17.0pp | 25.84%-15.8pp | 160.62%-150.5pp |
| Employer contribution / active EE | $2,112 | $2,282-7.4% | $2,965-28.8% | $2,670-20.9% |
| Participant deferral / active EE | $2,812 | $3,928-28.4% | $4,851-42.0% | $4,125-31.8% |
| Admin fee / account holder | $12,697 | $6,724+88.8% | $8,252+53.9% | $5,651+124.7% |