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 | $64,713 | $95,803-32.5% | $113,168-42.8% | $84,808-23.7% |
| Participation rate | 90.5% | 72.9%+17.6pp | 76.6%+13.9pp | 68.3%+22.2pp |
| Annual return | 10.81% | 25.00%-14.2pp | 24.27%-13.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,306 | $2,360-44.6% | $2,975-56.1% | $2,631-50.3% |
| Participant deferral / active EE | $4,009 | $4,242-5.5% | $5,107-21.5% | $4,212-4.8% |
| Admin fee / account holder | $25,270 | $8,989+181.1% | $12,068+109.4% | $7,344+244.1% |