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 | $45,716 | $78,422-41.7% | $95,952-52.4% | $79,858-42.8% |
| Participation rate | 78.8% | 73.5%+5.4pp | 77.1%+1.8pp | 69.6%+9.2pp |
| Annual return | 6.71% | 19.37%-12.7pp | 91.61%-84.9pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,865 | $1,945-4.1% | $2,541-26.6% | $2,471-24.5% |
| Participant deferral / active EE | $2,629 | $3,440-23.6% | $4,167-36.9% | $3,740-29.7% |
| Admin fee / account holder | $7,859 | $5,622+39.8% | $6,795+15.7% | $5,306+48.1% |