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 | $49,071 | $69,515-29.4% | $86,874-43.5% | $85,850-42.8% |
| Participation rate | 94.0% | 66.3%+27.7pp | 71.6%+22.4pp | 69.3%+24.7pp |
| Annual return | 8.61% | 20.12%-11.5pp | 63.52%-54.9pp | 318.53%-309.9pp |
| Employer contribution / active EE | $3,407 | $1,880+81.2% | $2,495+36.5% | $2,565+32.8% |
| Participant deferral / active EE | $3,010 | $2,919+3.1% | $3,699-18.6% | $3,952-23.8% |
| Admin fee / account holder | $6,525 | $5,972+9.3% | $5,828+12.0% | $6,260+4.2% |