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 | $63,259 | $95,803-34.0% | $113,168-44.1% | $84,808-25.4% |
| Participation rate | 98.7% | 72.9%+25.8pp | 76.6%+22.1pp | 68.3%+30.4pp |
| Annual return | 9.71% | 25.00%-15.3pp | 24.27%-14.6pp | 40.90%-31.2pp |
| Employer contribution / active EE | $1,941 | $2,360-17.8% | $2,975-34.8% | $2,631-26.2% |
| Participant deferral / active EE | $2,714 | $4,242-36.0% | $5,107-46.9% | $4,212-35.6% |
| Admin fee / account holder | $21,852 | $8,989+143.1% | $12,068+81.1% | $7,344+197.6% |