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 | $53,041 | $60,022-11.6% | $88,946-40.4% | $84,808-37.5% |
| Participation rate | 73.3% | 57.8%+15.5pp | 68.8%+4.5pp | 68.3%+5.0pp |
| Annual return | 13.04% | 22.43%-9.4pp | 57.82%-44.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,084 | $1,703+22.4% | $2,555-18.5% | $2,631-20.8% |
| Participant deferral / active EE | $3,600 | $3,114+15.6% | $4,581-21.4% | $4,212-14.5% |
| Admin fee / account holder | $13,888 | $4,811+188.7% | $8,261+68.1% | $7,344+89.1% |