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 | $60,868 | $95,453-36.2% | $112,040-45.7% | $82,448-26.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 10.62% | 23.92%-13.3pp | 24.52%-13.9pp | 41.64%-31.0pp |
| Employer contribution / active EE | $2,372 | $2,318+2.3% | $2,954-19.7% | $2,551-7.0% |
| Participant deferral / active EE | $4,814 | $4,224+14.0% | $5,098-5.6% | $4,139+16.3% |
| Admin fee / account holder | $5,658 | $9,013-37.2% | $12,098-53.2% | $7,234-21.8% |