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 | $60,506 | $78,422-22.8% | $95,952-36.9% | $79,858-24.2% |
| Participation rate | 76.3% | 73.5%+2.8pp | 77.1%-0.8pp | 69.6%+6.7pp |
| Annual return | 9.98% | 19.37%-9.4pp | 91.61%-81.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $975 | $1,945-49.9% | $2,541-61.6% | $2,471-60.5% |
| Participant deferral / active EE | $2,609 | $3,440-24.1% | $4,167-37.4% | $3,740-30.2% |
| Admin fee / account holder | $1,449 | $5,622-74.2% | $6,795-78.7% | $5,306-72.7% |