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 | $69,936 | $95,803-27.0% | $113,168-38.2% | $84,808-17.5% |
| Participation rate | 91.4% | 72.9%+18.6pp | 76.6%+14.9pp | 68.3%+23.1pp |
| Annual return | 10.42% | 25.00%-14.6pp | 24.27%-13.8pp | 40.90%-30.5pp |
| Employer contribution / active EE | $2,557 | $2,360+8.3% | $2,975-14.1% | $2,631-2.8% |
| Participant deferral / active EE | $4,152 | $4,242-2.1% | $5,107-18.7% | $4,212-1.4% |
| Admin fee / account holder | $27,964 | $8,989+211.1% | $12,068+131.7% | $7,344+280.8% |