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 | $70,821 | $125,758-43.7% | $169,993-58.3% | $75,163-5.8% |
| Participation rate | 98.5% | 83.6%+14.9pp | 87.0%+11.5pp | 67.2%+31.3pp |
| Annual return | 13.50% | 27.20%-13.7pp | 53.37%-39.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $3,368 | $4,615-27.0% | $6,785-50.4% | $2,670+26.1% |
| Participant deferral / active EE | $3,958 | $6,837-42.1% | $10,408-62.0% | $4,125-4.0% |
| Admin fee / account holder | $2,720 | $8,173-66.7% | $12,815-78.8% | $5,651-51.9% |