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 | $62,846 | $80,717-22.1% | $154,803-59.4% | $84,808-25.9% |
| Participation rate | 83.8% | 66.8%+17.0pp | 78.1%+5.7pp | 68.3%+15.5pp |
| Annual return | 9.08% | 37.96%-28.9pp | 58.88%-49.8pp | 40.90%-31.8pp |
| Employer contribution / active EE | $3,372 | $2,761+22.1% | $4,305-21.7% | $2,631+28.2% |
| Participant deferral / active EE | $4,035 | $3,303+22.1% | $5,540-27.2% | $4,212-4.2% |
| Admin fee / account holder | $36,754 | $6,746+444.9% | $14,329+156.5% | $7,344+400.5% |