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 | $50,988 | $67,606-24.6% | $82,313-38.1% | $70,131-27.3% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.9%+7.1pp | 69.5%+14.5pp |
| Annual return | 9.73% | 21.57%-11.8pp | 25.88%-16.1pp | 73.14%-63.4pp |
| Employer contribution / active EE | $1,897 | $1,755+8.1% | $2,428-21.9% | $2,342-19.0% |
| Participant deferral / active EE | $4,458 | $2,987+49.3% | $3,706+20.3% | $3,332+33.8% |
| Admin fee / account holder | $27,199 | $4,512+502.8% | $5,608+385.0% | $4,645+485.5% |