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 | $60,829 | $45,073+35.0% | $69,455-12.4% | $72,985-16.7% |
| Participation rate | 90.7% | 68.5%+22.2pp | 74.6%+16.1pp | 69.5%+21.2pp |
| Annual return | 0.00% | 22.65%-22.6pp | 28.97%-29.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,333 | $2,054+13.6% | $2,779-16.0% | $2,440-4.4% |
| Participant deferral / active EE | $3,527 | $2,602+35.6% | $3,535-0.2% | $3,607-2.2% |
| Admin fee / account holder | $4,287 | $3,056+40.3% | $3,839+11.7% | $5,124-16.3% |