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 | $61,109 | $71,050-14.0% | $93,606-34.7% | $80,856-24.4% |
| Participation rate | 91.3% | 60.4%+30.9pp | 68.7%+22.6pp | 67.6%+23.7pp |
| Annual return | 8.16% | 11.26%-3.1pp | 133.20%-125.0pp | 35.59%-27.4pp |
| Employer contribution / active EE | $1,791 | $1,564+14.6% | $2,420-26.0% | $2,755-35.0% |
| Participant deferral / active EE | $5,256 | $4,034+30.3% | $4,411+19.2% | $4,296+22.4% |
| Admin fee / account holder | $11,550 | $6,945+66.3% | $8,285+39.4% | $6,918+67.0% |