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 | $24,772 | $72,012-65.6% | $185,823-86.7% | $79,858-69.0% |
| Participation rate | 90.0% | 65.8%+24.2pp | 78.0%+12.0pp | 69.6%+20.4pp |
| Annual return | 9.75% | 23.12%-13.4pp | 35.95%-26.2pp | 31.71%-22.0pp |
| Employer contribution / active EE | $2,685 | $1,965+36.7% | $4,087-34.3% | $2,471+8.7% |
| Participant deferral / active EE | $4,736 | $3,779+25.3% | $5,632-15.9% | $3,740+26.6% |
| Admin fee / account holder | $5,708 | $4,513+26.5% | $9,500-39.9% | $5,306+7.6% |