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 | $62,021 | $93,571-33.7% | $135,903-54.4% | $75,163-17.5% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+1.0pp | 67.2%+15.7pp |
| Annual return | 10.98% | 30.90%-19.9pp | 68.23%-57.3pp | 160.62%-149.6pp |
| Employer contribution / active EE | $2,265 | $3,537-36.0% | $4,856-53.4% | $2,670-15.2% |
| Participant deferral / active EE | $11,533 | $6,404+80.1% | $7,758+48.7% | $4,125+179.6% |
| Admin fee / account holder | $8,612 | $6,975+23.5% | $10,762-20.0% | $5,651+52.4% |