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 | $57,007 | $124,281-54.1% | $109,143-47.8% | $167,490-66.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 5.63% | 26.04%-20.4pp | 25.75%-20.1pp | 478.56%-472.9pp |
| Employer contribution / active EE | $2,735 | $4,207-35.0% | $3,722-26.5% | $4,837-43.5% |
| Participant deferral / active EE | $4,612 | $5,255-12.2% | $4,653-0.9% | $6,341-27.3% |
| Admin fee / account holder | $2,444 | $7,970-69.3% | $6,752-63.8% | $12,309-80.1% |