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 | $55,961 | $138,347-59.6% | $184,203-69.6% | $80,856-30.8% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.8pp | 67.6%+29.0pp |
| Annual return | 8.56% | 20.02%-11.5pp | 28.81%-20.2pp | 35.59%-27.0pp |
| Employer contribution / active EE | $4,440 | $4,850-8.5% | $6,427-30.9% | $2,755+61.2% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,455 | $10,483-48.0% | $13,901-60.8% | $6,918-21.1% |