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 | $88,672-29.1% | $105,223-40.3% | $82,448-23.8% |
| Participation rate | 89.2% | 67.9%+21.3pp | 75.0%+14.1pp | 68.1%+21.1pp |
| Annual return | 11.27% | 30.86%-19.6pp | 180.65%-169.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $2,117 | $3,048-30.5% | $3,689-42.6% | $2,551-17.0% |
| Participant deferral / active EE | $2,581 | $4,036-36.0% | $5,072-49.1% | $4,139-37.6% |
| Admin fee / account holder | $2,123 | $7,146-70.3% | $8,859-76.0% | $7,234-70.6% |