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 | $66,898 | $109,881-39.1% | $150,045-55.4% | $84,808-21.1% |
| Participation rate | 88.6% | 76.1%+12.6pp | 82.3%+6.3pp | 68.3%+20.3pp |
| Annual return | 10.13% | 28.25%-18.1pp | 62.55%-52.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $2,174 | $3,561-38.9% | $4,693-53.7% | $2,631-17.4% |
| Participant deferral / active EE | $4,672 | $6,636-29.6% | $7,997-41.6% | $4,212+10.9% |
| Admin fee / account holder | $13,745 | $8,568+60.4% | $13,435+2.3% | $7,344+87.2% |