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 | $68,070 | $78,422-13.2% | $95,952-29.1% | $79,858-14.8% |
| Participation rate | 88.4% | 73.5%+14.9pp | 77.1%+11.3pp | 69.6%+18.7pp |
| Annual return | 10.01% | 19.37%-9.4pp | 91.61%-81.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,972 | $1,945+1.4% | $2,541-22.4% | $2,471-20.2% |
| Participant deferral / active EE | $3,803 | $3,440+10.6% | $4,167-8.7% | $3,740+1.7% |
| Admin fee / account holder | $60,183 | $5,622+970.5% | $6,795+785.6% | $5,306+1034.2% |