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 | $50,465 | $89,753-43.8% | $107,525-53.1% | $84,808-40.5% |
| Participation rate | 77.4% | 68.1%+9.4pp | 75.1%+2.3pp | 68.3%+9.1pp |
| Annual return | 9.92% | 29.48%-19.6pp | 181.32%-171.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $3,169 | $3,113+1.8% | $3,754-15.6% | $2,631+20.4% |
| Participant deferral / active EE | $6,649 | $4,056+63.9% | $5,116+30.0% | $4,212+57.9% |
| Admin fee / account holder | $3,702 | $7,222-48.7% | $8,919-58.5% | $7,344-49.6% |