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 | $30,133 | $57,541-47.6% | $95,745-68.5% | $75,163-59.9% |
| Participation rate | 75.9% | 62.5%+13.4pp | 72.3%+3.7pp | 67.2%+8.7pp |
| Annual return | 7.37% | 34.93%-27.6pp | 28.35%-21.0pp | 160.62%-153.3pp |
| Employer contribution / active EE | $1,522 | $1,808-15.8% | $2,835-46.3% | $2,670-43.0% |
| Participant deferral / active EE | $1,975 | $3,074-35.8% | $4,245-53.5% | $4,125-52.1% |
| Admin fee / account holder | $6,299 | $4,099+53.7% | $5,678+10.9% | $5,651+11.5% |