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 | $75,826 | $91,190-16.8% | $178,490-57.5% | $79,858-5.0% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 3.14% | 24.19%-21.1pp | 151.07%-147.9pp | 31.71%-28.6pp |
| Employer contribution / active EE | $2,557 | $3,256-21.5% | $5,011-49.0% | $2,471+3.5% |
| Participant deferral / active EE | $4,049 | $3,236+25.1% | $5,202-22.2% | $3,740+8.3% |
| Admin fee / account holder | $31,752 | $6,751+370.3% | $13,984+127.1% | $5,306+498.4% |