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 | $51,257 | $102,382-49.9% | $147,005-65.1% | $80,874-36.6% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.2%+2.3pp | 67.6%+16.8pp |
| Annual return | 8.01% | 134.89%-126.9pp | 418.76%-410.8pp | 35.62%-27.6pp |
| Employer contribution / active EE | $3,887 | $3,715+4.6% | $4,934-21.2% | $2,756+41.1% |
| Participant deferral / active EE | $8,736 | $6,646+31.4% | $8,070+8.3% | $4,297+103.3% |
| Admin fee / account holder | $9,551 | $7,942+20.3% | $13,006-26.6% | $6,935+37.7% |