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 | $55,832 | $125,758-55.6% | $169,993-67.2% | $75,163-25.7% |
| Participation rate | 72.0% | 83.6%-11.6pp | 87.0%-15.0pp | 67.2%+4.8pp |
| Annual return | 13.20% | 27.20%-14.0pp | 53.37%-40.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $2,247 | $4,615-51.3% | $6,785-66.9% | $2,670-15.9% |
| Participant deferral / active EE | $4,551 | $6,837-33.4% | $10,408-56.3% | $4,125+10.3% |
| Admin fee / account holder | $13,537 | $8,173+65.6% | $12,815+5.6% | $5,651+139.6% |