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 | $46,797 | $62,672-25.3% | $185,117-74.7% | $70,131-33.3% |
| Participation rate | 75.0% | 63.8%+11.2pp | 77.3%-2.3pp | 69.5%+5.5pp |
| Annual return | 9.68% | 40.79%-31.1pp | 40.50%-30.8pp | 73.14%-63.5pp |
| Employer contribution / active EE | $1,499 | $1,753-14.5% | $4,182-64.2% | $2,342-36.0% |
| Participant deferral / active EE | $2,694 | $3,272-17.7% | $5,045-46.6% | $3,332-19.2% |
| Admin fee / account holder | $7,597 | $3,932+93.2% | $8,159-6.9% | $4,645+63.5% |