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 | $38,187 | $54,762-30.3% | $90,281-57.7% | $72,985-47.7% |
| Participation rate | 87.1% | 65.1%+22.0pp | 73.3%+13.8pp | 69.5%+17.6pp |
| Annual return | 9.21% | 30.63%-21.4pp | 78.10%-68.9pp | 81.00%-71.8pp |
| Employer contribution / active EE | $2,920 | $2,092+39.5% | $2,854+2.3% | $2,440+19.7% |
| Participant deferral / active EE | $3,695 | $2,887+28.0% | $3,885-4.9% | $3,607+2.4% |
| Admin fee / account holder | $4,918 | $3,972+23.8% | $5,351-8.1% | $5,124-4.0% |