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 | $59,976 | $84,233-28.8% | $170,442-64.8% | $70,131-14.5% |
| Participation rate | 86.7% | 70.8%+15.8pp | 83.6%+3.1pp | 69.5%+17.1pp |
| Annual return | 10.57% | 23.06%-12.5pp | 205.93%-195.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $2,248 | $3,387-33.6% | $5,433-58.6% | $2,342-4.0% |
| Participant deferral / active EE | $1,883 | $3,086-39.0% | $4,939-61.9% | $3,332-43.5% |
| Admin fee / account holder | $3,132 | $5,698-45.0% | $13,880-77.4% | $4,645-32.6% |