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 | $54,166 | $78,422-30.9% | $95,952-43.5% | $79,858-32.2% |
| Participation rate | 77.8% | 73.5%+4.3pp | 77.1%+0.7pp | 69.6%+8.1pp |
| Annual return | 3.87% | 19.37%-15.5pp | 91.61%-87.7pp | 31.71%-27.8pp |
| Employer contribution / active EE | $1,577 | $1,945-18.9% | $2,541-37.9% | $2,471-36.2% |
| Participant deferral / active EE | $2,647 | $3,440-23.1% | $4,167-36.5% | $3,740-29.2% |
| Admin fee / account holder | $7,350 | $5,622+30.7% | $6,795+8.2% | $5,306+38.5% |