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 | $60,607 | $86,286-29.8% | $111,297-45.5% | $85,850-29.4% |
| Participation rate | 81.6% | 73.3%+8.3pp | 77.3%+4.3pp | 69.3%+12.3pp |
| Annual return | 9.14% | 19.99%-10.8pp | 54.65%-45.5pp | 318.53%-309.4pp |
| Employer contribution / active EE | $563 | $2,043-72.4% | $2,731-79.4% | $2,565-78.0% |
| Participant deferral / active EE | $5,633 | $3,641+54.7% | $4,487+25.5% | $3,952+42.5% |
| Admin fee / account holder | $11,650 | $8,188+42.3% | $7,964+46.3% | $6,260+86.1% |