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 | $52,175 | $80,717-35.4% | $154,803-66.3% | $84,808-38.5% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.3pp | 68.3%+29.1pp |
| Annual return | 8.10% | 37.96%-29.9pp | 58.88%-50.8pp | 40.90%-32.8pp |
| Employer contribution / active EE | $3,553 | $2,761+28.7% | $4,305-17.5% | $2,631+35.0% |
| Participant deferral / active EE | $2,292 | $3,303-30.6% | $5,540-58.6% | $4,212-45.6% |
| Admin fee / account holder | $5,724 | $6,746-15.1% | $14,329-60.1% | $7,344-22.1% |