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 | $59,330 | $91,552-35.2% | $133,956-55.7% | $79,858-25.7% |
| Participation rate | 81.5% | 73.3%+8.1pp | 79.8%+1.6pp | 69.6%+11.8pp |
| Annual return | 8.53% | 61.85%-53.3pp | 45.09%-36.6pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,830 | $2,384-23.2% | $3,919-53.3% | $2,471-25.9% |
| Participant deferral / active EE | $3,770 | $3,733+1.0% | $5,048-25.3% | $3,740+0.8% |
| Admin fee / account holder | $868 | $6,321-86.3% | $8,927-90.3% | $5,306-83.6% |