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 9-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 | $66,461 | $87,013-23.6% | $106,213-37.4% | $80,856-17.8% |
| Participation rate | 85.5% | 70.4%+15.0pp | 75.3%+10.2pp | 67.6%+17.8pp |
| Annual return | 9.36% | 17.05%-7.7pp | 116.14%-106.8pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,964 | $2,395-18.0% | $3,171-38.1% | $2,755-28.7% |
| Participant deferral / active EE | $4,472 | $3,986+12.2% | $5,016-10.8% | $4,296+4.1% |
| Admin fee / account holder | $7,031 | $8,431-16.6% | $11,033-36.3% | $6,918+1.6% |