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 | $65,228 | $95,803-31.9% | $113,168-42.4% | $84,808-23.1% |
| Participation rate | 73.3% | 72.9%+0.5pp | 76.6%-3.2pp | 68.3%+5.0pp |
| Annual return | 9.90% | 25.00%-15.1pp | 24.27%-14.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,588 | $2,360-32.7% | $2,975-46.6% | $2,631-39.7% |
| Participant deferral / active EE | $3,823 | $4,242-9.9% | $5,107-25.1% | $4,212-9.2% |
| Admin fee / account holder | $26,600 | $8,989+195.9% | $12,068+120.4% | $7,344+262.2% |