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 | $45,728 | $60,892-24.9% | $82,389-44.5% | $84,808-46.1% |
| Participation rate | 76.2% | 63.3%+12.9pp | 69.5%+6.6pp | 68.3%+7.9pp |
| Annual return | 7.44% | 37.29%-29.9pp | 28.67%-21.2pp | 40.90%-33.5pp |
| Employer contribution / active EE | $2,494 | $1,779+40.2% | $2,517-0.9% | $2,631-5.2% |
| Participant deferral / active EE | $6,515 | $3,179+105.0% | $4,155+56.8% | $4,212+54.7% |
| Admin fee / account holder | $54,122 | $5,467+889.9% | $7,231+648.5% | $7,344+637.0% |