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 | $52,909 | $109,881-51.8% | $150,045-64.7% | $84,808-37.6% |
| Participation rate | 94.9% | 76.1%+18.8pp | 82.3%+12.5pp | 68.3%+26.6pp |
| Annual return | 11.31% | 28.25%-16.9pp | 62.55%-51.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,982 | $3,561-44.3% | $4,693-57.8% | $2,631-24.7% |
| Participant deferral / active EE | $6,467 | $6,636-2.6% | $7,997-19.1% | $4,212+53.5% |
| Admin fee / account holder | $8,315 | $8,568-3.0% | $13,435-38.1% | $7,344+13.2% |