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 | $60,129 | $65,365-8.0% | $92,893-35.3% | $72,985-17.6% |
| Participation rate | 71.0% | 68.3%+2.7pp | 76.0%-5.0pp | 69.5%+1.5pp |
| Annual return | 2.67% | 42.10%-39.4pp | 109.41%-106.7pp | 81.00%-78.3pp |
| Employer contribution / active EE | $2,808 | $2,594+8.2% | $3,653-23.1% | $2,440+15.1% |
| Participant deferral / active EE | $4,530 | $3,128+44.8% | $4,236+6.9% | $3,607+25.6% |
| Admin fee / account holder | $8,642 | $4,251+103.3% | $5,794+49.1% | $5,124+68.6% |