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 | $51,345 | $84,233-39.0% | $170,442-69.9% | $70,131-26.8% |
| Participation rate | 96.2% | 70.8%+25.4pp | 83.6%+12.6pp | 69.5%+26.7pp |
| Annual return | 11.31% | 23.06%-11.7pp | 205.93%-194.6pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,275 | $3,387-62.4% | $5,433-76.5% | $2,342-45.6% |
| Participant deferral / active EE | $1,595 | $3,086-48.3% | $4,939-67.7% | $3,332-52.1% |
| Admin fee / account holder | $3,125 | $5,698-45.2% | $13,880-77.5% | $4,645-32.7% |