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 | $55,207 | $80,717-31.6% | $154,803-64.3% | $84,808-34.9% |
| Participation rate | 84.4% | 66.8%+17.6pp | 78.1%+6.4pp | 68.3%+16.1pp |
| Annual return | 11.56% | 37.96%-26.4pp | 58.88%-47.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,674 | $2,761-3.2% | $4,305-37.9% | $2,631+1.6% |
| Participant deferral / active EE | $2,686 | $3,303-18.7% | $5,540-51.5% | $4,212-36.2% |
| Admin fee / account holder | $10,880 | $6,746+61.3% | $14,329-24.1% | $7,344+48.2% |