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 | $29,172 | $62,573-53.4% | $85,682-66.0% | $85,850-66.0% |
| Participation rate | 73.7% | 61.1%+12.5pp | 69.9%+3.8pp | 69.3%+4.4pp |
| Annual return | 8.57% | 23.77%-15.2pp | 21.49%-12.9pp | 318.53%-310.0pp |
| Employer contribution / active EE | $1,818 | $1,757+3.5% | $2,618-30.5% | $2,565-29.1% |
| Participant deferral / active EE | $2,758 | $2,802-1.6% | $3,923-29.7% | $3,952-30.2% |
| Admin fee / account holder | $10,010 | $4,640+115.7% | $6,873+45.6% | $6,260+59.9% |