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 | $35,064 | $78,422-55.3% | $95,952-63.5% | $79,858-56.1% |
| Participation rate | 71.4% | 73.5%-2.1pp | 77.1%-5.6pp | 69.6%+1.8pp |
| Annual return | 3.79% | 19.37%-15.6pp | 91.61%-87.8pp | 31.71%-27.9pp |
| Employer contribution / active EE | $2,261 | $1,945+16.2% | $2,541-11.0% | $2,471-8.5% |
| Participant deferral / active EE | $4,683 | $3,440+36.1% | $4,167+12.4% | $3,740+25.2% |
| Admin fee / account holder | $2,137 | $5,622-62.0% | $6,795-68.6% | $5,306-59.7% |