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 | $64,116 | $79,944-19.8% | $98,439-34.9% | $75,163-14.7% |
| Participation rate | 88.4% | 70.4%+18.0pp | 75.2%+13.2pp | 67.2%+21.2pp |
| Annual return | 3.57% | 19.75%-16.2pp | 21.16%-17.6pp | 160.62%-157.1pp |
| Employer contribution / active EE | $3,556 | $2,264+57.1% | $3,048+16.7% | $2,670+33.2% |
| Participant deferral / active EE | $4,607 | $3,752+22.8% | $4,738-2.8% | $4,125+11.7% |
| Admin fee / account holder | $4,383 | $6,840-35.9% | $8,948-51.0% | $5,651-22.4% |