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 | $58,958 | $74,927-21.3% | $101,794-42.1% | $84,808-30.5% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.2%+10.8pp | 68.3%+11.7pp |
| Annual return | 11.12% | 18.70%-7.6pp | 30.53%-19.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $4,861 | $1,522+219.4% | $2,289+112.4% | $2,631+84.8% |
| Participant deferral / active EE | $4,409 | $3,099+42.3% | $4,084+8.0% | $4,212+4.7% |
| Admin fee / account holder | $22,904 | $6,514+251.6% | $8,777+161.0% | $7,344+211.9% |