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 | $56,048 | $102,382-45.3% | $147,005-61.9% | $80,874-30.7% |
| Participation rate | 97.3% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 11.78% | 134.89%-123.1pp | 418.76%-407.0pp | 35.62%-23.8pp |
| Employer contribution / active EE | $3,709 | $3,715-0.2% | $4,934-24.8% | $2,756+34.6% |
| Participant deferral / active EE | $11,193 | $6,646+68.4% | $8,070+38.7% | $4,297+160.5% |
| Admin fee / account holder | $6,807 | $7,942-14.3% | $13,006-47.7% | $6,935-1.8% |