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 | $46,253 | $95,803-51.7% | $113,168-59.1% | $84,808-45.5% |
| Participation rate | 96.6% | 72.9%+23.7pp | 76.6%+20.0pp | 68.3%+28.2pp |
| Annual return | 11.99% | 25.00%-13.0pp | 24.27%-12.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,131 | $2,360-9.7% | $2,975-28.4% | $2,631-19.0% |
| Participant deferral / active EE | $4,846 | $4,242+14.2% | $5,107-5.1% | $4,212+15.1% |
| Admin fee / account holder | $11,031 | $8,989+22.7% | $12,068-8.6% | $7,344+50.2% |