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 | $61,418 | $127,065-51.7% | $113,168-45.7% | $142,382-56.9% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 7.23% | 24.03%-16.8pp | 24.27%-17.0pp | 217.08%-209.9pp |
| Employer contribution / active EE | $2,998 | $3,442-12.9% | $2,975+0.8% | $4,299-30.3% |
| Participant deferral / active EE | $7,667 | $5,716+34.1% | $5,107+50.1% | $6,507+17.8% |
| Admin fee / account holder | $24,910 | $15,736+58.3% | $12,068+106.4% | $12,624+97.3% |