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 | $65,317 | $39,122+67.0% | $57,179+14.2% | $62,891+3.9% |
| Participation rate | 89.7% | 70.5%+19.2pp | 75.3%+14.4pp | 69.3%+20.4pp |
| Annual return | 0.62% | 9.23%-8.6pp | 14.59%-14.0pp | 20.14%-19.5pp |
| Employer contribution / active EE | $3,332 | $1,874+77.8% | $2,682+24.2% | $2,281+46.1% |
| Participant deferral / active EE | $3,378 | $2,374+42.3% | $3,096+9.1% | $3,203+5.5% |
| Admin fee / account holder | $1,960 | $2,592-24.4% | $3,139-37.6% | $4,296-54.4% |