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 | $50,178 | $53,777-6.7% | $134,143-62.6% | $79,858-37.2% |
| Participation rate | 85.4% | 58.8%+26.6pp | 72.2%+13.2pp | 69.6%+15.7pp |
| Annual return | 8.56% | 19.01%-10.5pp | 36.33%-27.8pp | 31.71%-23.2pp |
| Employer contribution / active EE | $870 | $1,321-34.1% | $3,704-76.5% | $2,471-64.8% |
| Participant deferral / active EE | $2,564 | $2,420+5.9% | $3,499-26.7% | $3,740-31.4% |
| Admin fee / account holder | $12,335 | $3,984+209.6% | $6,684+84.5% | $5,306+132.5% |