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 | $52,247 | $54,762-4.6% | $90,281-42.1% | $72,985-28.4% |
| Participation rate | 95.3% | 65.1%+30.2pp | 73.3%+22.1pp | 69.5%+25.9pp |
| Annual return | 8.19% | 30.63%-22.4pp | 78.10%-69.9pp | 81.00%-72.8pp |
| Employer contribution / active EE | $3,865 | $2,092+84.7% | $2,854+35.4% | $2,440+58.4% |
| Participant deferral / active EE | $3,769 | $2,887+30.6% | $3,885-3.0% | $3,607+4.5% |
| Admin fee / account holder | $11,503 | $3,972+189.6% | $5,351+115.0% | $5,124+124.5% |