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 | $60,081 | $93,571-35.8% | $135,903-55.8% | $75,163-20.1% |
| Participation rate | 87.3% | 75.2%+12.1pp | 81.9%+5.4pp | 67.2%+20.1pp |
| Annual return | 11.46% | 30.90%-19.4pp | 68.23%-56.8pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,607 | $3,537-54.6% | $4,856-66.9% | $2,670-39.8% |
| Participant deferral / active EE | $9,963 | $6,404+55.6% | $7,758+28.4% | $4,125+141.5% |
| Admin fee / account holder | $3,933 | $6,975-43.6% | $10,762-63.5% | $5,651-30.4% |