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 | $64,118 | $137,414-53.3% | $189,513-66.2% | $85,850-25.3% |
| Participation rate | 95.7% | 84.6%+11.1pp | 87.8%+7.9pp | 69.3%+26.4pp |
| Annual return | 10.48% | 38.14%-27.7pp | 555.15%-544.7pp | 318.53%-308.1pp |
| Employer contribution / active EE | $2,771 | $4,344-36.2% | $6,162-55.0% | $2,565+8.0% |
| Participant deferral / active EE | $3,060 | $6,260-51.1% | $8,221-62.8% | $3,952-22.6% |
| Admin fee / account holder | $1,479 | $8,630-82.9% | $12,045-87.7% | $6,260-76.4% |