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 | $56,962 | $82,882-31.3% | $127,761-55.4% | $72,985-22.0% |
| Participation rate | 73.1% | 71.5%+1.6pp | 79.0%-5.9pp | 69.5%+3.6pp |
| Annual return | 1.76% | 32.20%-30.4pp | 26.14%-24.4pp | 81.00%-79.2pp |
| Employer contribution / active EE | $2,692 | $3,346-19.6% | $4,574-41.1% | $2,440+10.3% |
| Participant deferral / active EE | $1,737 | $4,791-63.7% | $6,021-71.1% | $3,607-51.8% |
| Admin fee / account holder | $1,680 | $6,487-74.1% | $9,395-82.1% | $5,124-67.2% |