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 | $46,205 | $124,425-62.9% | $112,040-58.8% | $137,256-66.3% |
| Participation rate | 89.5% | 79.3%+10.2pp | 76.5%+13.0pp | 80.0%+9.5pp |
| Annual return | 8.46% | 24.72%-16.3pp | 24.52%-16.1pp | 220.34%-211.9pp |
| Employer contribution / active EE | $3,734 | $3,411+9.5% | $2,954+26.4% | $4,156-10.2% |
| Participant deferral / active EE | $4,203 | $5,718-26.5% | $5,098-17.5% | $6,407-34.4% |
| Admin fee / account holder | $18,973 | $15,207+24.8% | $12,098+56.8% | $12,270+54.6% |