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 | $32,414 | $177,572-81.7% | $154,803-79.1% | $142,382-77.2% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 9.55% | 65.07%-55.5pp | 58.88%-49.3pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,266 | $4,810-73.7% | $4,305-70.6% | $4,299-70.6% |
| Participant deferral / active EE | $3,168 | $6,272-49.5% | $5,540-42.8% | $6,507-51.3% |
| Admin fee / account holder | $11,456 | $16,786-31.8% | $14,329-20.1% | $12,624-9.2% |