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 | $58,745 | $71,050-17.3% | $93,606-37.2% | $80,856-27.3% |
| Participation rate | 86.0% | 60.4%+25.6pp | 68.7%+17.3pp | 67.6%+18.4pp |
| Annual return | 8.38% | 11.26%-2.9pp | 133.20%-124.8pp | 35.59%-27.2pp |
| Employer contribution / active EE | $1,378 | $1,564-11.8% | $2,420-43.0% | $2,755-50.0% |
| Participant deferral / active EE | $1,543 | $4,034-61.7% | $4,411-65.0% | $4,296-64.1% |
| Admin fee / account holder | $14,529 | $6,945+109.2% | $8,285+75.4% | $6,918+110.0% |