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 | $67,324 | $59,101+13.9% | $77,163-12.8% | $75,163-10.4% |
| Participation rate | 80.5% | 63.9%+16.6pp | 69.6%+10.9pp | 67.2%+13.3pp |
| Annual return | 0.77% | 26.71%-25.9pp | 37.87%-37.1pp | 160.62%-159.9pp |
| Employer contribution / active EE | $1,815 | $1,995-9.0% | $2,535-28.4% | $2,670-32.0% |
| Participant deferral / active EE | $2,058 | $2,999-31.4% | $3,833-46.3% | $4,125-50.1% |
| Admin fee / account holder | $6,580 | $4,774+37.8% | $5,472+20.2% | $5,651+16.4% |