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 | $67,148 | $56,053+19.8% | $75,972-11.6% | $80,856-17.0% |
| Participation rate | 83.9% | 62.0%+21.8pp | 69.1%+14.8pp | 67.6%+16.2pp |
| Annual return | 8.29% | 20.53%-12.2pp | 359.55%-351.3pp | 35.59%-27.3pp |
| Employer contribution / active EE | $1,927 | $1,874+2.8% | $2,685-28.2% | $2,755-30.0% |
| Participant deferral / active EE | $3,210 | $3,052+5.2% | $4,255-24.6% | $4,296-25.3% |
| Admin fee / account holder | $4,685 | $5,234-10.5% | $6,467-27.5% | $6,918-32.3% |