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 | $95,453-31.7% | $112,040-41.8% | $82,448-20.9% |
| Participation rate | 73.3% | 72.8%+0.6pp | 76.5%-3.2pp | 68.1%+5.3pp |
| Annual return | 9.90% | 23.92%-14.0pp | 24.52%-14.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,588 | $2,318-31.5% | $2,954-46.3% | $2,551-37.8% |
| Participant deferral / active EE | $3,823 | $4,224-9.5% | $5,098-25.0% | $4,139-7.6% |
| Admin fee / account holder | $26,600 | $9,013+195.1% | $12,098+119.9% | $7,234+267.7% |