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 | $62,463 | $73,933-15.5% | $96,683-35.4% | $75,163-16.9% |
| Participation rate | 97.7% | 66.4%+31.3pp | 74.3%+23.3pp | 67.2%+30.5pp |
| Annual return | 9.25% | 26.70%-17.4pp | 35.69%-26.4pp | 160.62%-151.4pp |
| Employer contribution / active EE | $2,599 | $2,928-11.2% | $3,737-30.5% | $2,670-2.7% |
| Participant deferral / active EE | $5,865 | $3,659+60.3% | $4,878+20.2% | $4,125+42.2% |
| Admin fee / account holder | $71,140 | $5,216+1263.8% | $6,730+957.1% | $5,651+1158.9% |