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 | $45,258 | $59,839-24.4% | $81,983-44.8% | $79,858-43.3% |
| Participation rate | 70.6% | 61.6%+9.0pp | 69.2%+1.3pp | 69.6%+1.0pp |
| Annual return | 7.79% | 17.56%-9.8pp | 41.31%-33.5pp | 31.71%-23.9pp |
| Employer contribution / active EE | $1,772 | $1,713+3.4% | $2,498-29.0% | $2,471-28.3% |
| Participant deferral / active EE | $3,575 | $2,695+32.7% | $3,722-3.9% | $3,740-4.4% |
| Admin fee / account holder | $21,075 | $4,287+391.6% | $5,664+272.1% | $5,306+297.2% |