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 | $63,233 | $81,248-22.2% | $155,509-59.3% | $80,856-21.8% |
| Participation rate | 97.1% | 66.2%+30.8pp | 78.2%+18.9pp | 67.6%+29.4pp |
| Annual return | 9.25% | 33.31%-24.1pp | 64.67%-55.4pp | 35.59%-26.3pp |
| Employer contribution / active EE | $4,911 | $3,100+58.4% | $4,672+5.1% | $2,755+78.3% |
| Participant deferral / active EE | $2,443 | $3,452-29.2% | $5,626-56.6% | $4,296-43.1% |
| Admin fee / account holder | $35,881 | $7,997+348.7% | $15,912+125.5% | $6,918+418.7% |