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 | $31,072 | $53,777-42.2% | $134,143-76.8% | $79,858-61.1% |
| Participation rate | 96.6% | 58.8%+37.8pp | 72.2%+24.4pp | 69.6%+26.9pp |
| Annual return | 5.63% | 19.01%-13.4pp | 36.33%-30.7pp | 31.71%-26.1pp |
| Employer contribution / active EE | $2,441 | $1,321+84.7% | $3,704-34.1% | $2,471-1.2% |
| Participant deferral / active EE | $2,539 | $2,420+4.9% | $3,499-27.4% | $3,740-32.1% |
| Admin fee / account holder | $6,629 | $3,984+66.4% | $6,684-0.8% | $5,306+24.9% |