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 | $61,901 | $79,944-22.6% | $98,439-37.1% | $75,163-17.6% |
| Participation rate | 77.8% | 70.4%+7.4pp | 75.2%+2.6pp | 67.2%+10.6pp |
| Annual return | 11.90% | 19.75%-7.8pp | 21.16%-9.3pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,414 | $2,264-37.5% | $3,048-53.6% | $2,670-47.0% |
| Participant deferral / active EE | $3,487 | $3,752-7.1% | $4,738-26.4% | $4,125-15.5% |
| Admin fee / account holder | $11,056 | $6,840+61.6% | $8,948+23.6% | $5,651+95.6% |