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 | $106,749-50.4% | $145,433-63.6% | $82,448-35.8% |
| Participation rate | 94.9% | 75.6%+19.2pp | 82.1%+12.8pp | 68.1%+26.8pp |
| Annual return | 11.31% | 27.59%-16.3pp | 66.58%-55.3pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,982 | $3,444-42.5% | $4,554-56.5% | $2,551-22.3% |
| Participant deferral / active EE | $6,467 | $6,519-0.8% | $7,897-18.1% | $4,139+56.2% |
| Admin fee / account holder | $8,315 | $8,390-0.9% | $13,129-36.7% | $7,234+14.9% |