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 | $51,194 | $109,881-53.4% | $150,045-65.9% | $84,808-39.6% |
| Participation rate | 72.3% | 76.1%-3.7pp | 82.3%-10.0pp | 68.3%+4.0pp |
| Annual return | 3.63% | 28.25%-24.6pp | 62.55%-58.9pp | 40.90%-37.3pp |
| Employer contribution / active EE | $2,486 | $3,561-30.2% | $4,693-47.0% | $2,631-5.5% |
| Participant deferral / active EE | $4,915 | $6,636-25.9% | $7,997-38.5% | $4,212+16.7% |
| Admin fee / account holder | $1,587 | $8,568-81.5% | $13,435-88.2% | $7,344-78.4% |