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 | $46,461 | $77,419-40.0% | $69,455-33.1% | $152,861-69.6% |
| Participation rate | 79.2% | 78.1%+1.1pp | 74.6%+4.6pp | 82.4%-3.3pp |
| Annual return | 3.18% | 39.06%-35.9pp | 28.97%-25.8pp | 345.32%-342.1pp |
| Employer contribution / active EE | $2,926 | $3,315-11.8% | $2,779+5.3% | $4,762-38.6% |
| Participant deferral / active EE | $4,755 | $4,414+7.7% | $3,535+34.5% | $5,850-18.7% |
| Admin fee / account holder | $6,985 | $6,207+12.5% | $3,839+81.9% | $11,596-39.8% |