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 | $35,037 | $74,927-53.2% | $101,794-65.6% | $84,808-58.7% |
| Participation rate | 80.6% | 61.4%+19.2pp | 69.2%+11.5pp | 68.3%+12.3pp |
| Annual return | 12.22% | 18.70%-6.5pp | 30.53%-18.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $5,046 | $1,522+231.6% | $2,289+120.5% | $2,631+91.8% |
| Participant deferral / active EE | $2,820 | $3,099-9.0% | $4,084-30.9% | $4,212-33.0% |
| Admin fee / account holder | $58,307 | $6,514+795.1% | $8,777+564.3% | $7,344+694.0% |