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 | $59,209 | $89,753-34.0% | $107,525-44.9% | $84,808-30.2% |
| Participation rate | 76.9% | 68.1%+8.9pp | 75.1%+1.8pp | 68.3%+8.6pp |
| Annual return | 4.28% | 29.48%-25.2pp | 181.32%-177.0pp | 40.90%-36.6pp |
| Employer contribution / active EE | $2,868 | $3,113-7.9% | $3,754-23.6% | $2,631+9.0% |
| Participant deferral / active EE | $5,803 | $4,056+43.1% | $5,116+13.4% | $4,212+37.8% |
| Admin fee / account holder | $14,454 | $7,222+100.1% | $8,919+62.1% | $7,344+96.8% |