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 | $51,902 | $84,936-38.9% | $111,297-53.4% | $79,386-34.6% |
| Participation rate | 82.0% | 75.9%+6.1pp | 77.3%+4.7pp | 70.7%+11.3pp |
| Annual return | 11.43% | 17.45%-6.0pp | 54.65%-43.2pp | 116.85%-105.4pp |
| Employer contribution / active EE | $2,599 | $1,979+31.3% | $2,731-4.8% | $2,427+7.1% |
| Participant deferral / active EE | $3,067 | $3,888-21.1% | $4,487-31.7% | $4,046-24.2% |
| Admin fee / account holder | $16,923 | $537+3050.4% | $7,964+112.5% | $626+2601.4% |