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 | $48,616 | $89,753-45.8% | $107,525-54.8% | $84,808-42.7% |
| Participation rate | 92.0% | 68.1%+23.9pp | 75.1%+16.9pp | 68.3%+23.7pp |
| Annual return | 11.93% | 29.48%-17.6pp | 181.32%-169.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,939 | $3,113-5.6% | $3,754-21.7% | $2,631+11.7% |
| Participant deferral / active EE | $5,122 | $4,056+26.3% | $5,116+0.1% | $4,212+21.6% |
| Admin fee / account holder | $21,467 | $7,222+197.2% | $8,919+140.7% | $7,344+192.3% |