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 | $62,860 | $89,753-30.0% | $107,525-41.5% | $84,808-25.9% |
| Participation rate | 89.2% | 68.1%+21.1pp | 75.1%+14.1pp | 68.3%+20.9pp |
| Annual return | 11.27% | 29.48%-18.2pp | 181.32%-170.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,117 | $3,113-32.0% | $3,754-43.6% | $2,631-19.5% |
| Participant deferral / active EE | $2,581 | $4,056-36.4% | $5,116-49.5% | $4,212-38.7% |
| Admin fee / account holder | $2,123 | $7,222-70.6% | $8,919-76.2% | $7,344-71.1% |