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 | $69,013 | $93,571-26.2% | $135,903-49.2% | $75,163-8.2% |
| Participation rate | 81.8% | 75.2%+6.6pp | 81.9%-0.1pp | 67.2%+14.6pp |
| Annual return | 15.12% | 30.90%-15.8pp | 68.23%-53.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,883 | $3,537-18.5% | $4,856-40.6% | $2,670+8.0% |
| Participant deferral / active EE | $8,832 | $6,404+37.9% | $7,758+13.8% | $4,125+114.1% |
| Admin fee / account holder | $21,048 | $6,975+201.7% | $10,762+95.6% | $5,651+272.5% |