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 | $65,726 | $86,944-24.4% | $107,525-38.9% | $74,304-11.5% |
| Participation rate | 86.1% | 59.6%+26.5pp | 75.1%+11.0pp | 60.3%+25.7pp |
| Annual return | 12.75% | 23.52%-10.8pp | 181.32%-168.6pp | 29.43%-16.7pp |
| Employer contribution / active EE | $2,638 | $2,757-4.3% | $3,754-29.7% | $2,241+17.7% |
| Participant deferral / active EE | $4,210 | $3,554+18.5% | $5,116-17.7% | $3,767+11.8% |
| Admin fee / account holder | $17,825 | $3,727+378.3% | $8,919+99.9% | $2,969+500.4% |