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 | $61,223 | $89,753-31.8% | $107,525-43.1% | $84,808-27.8% |
| Participation rate | 77.3% | 68.1%+9.2pp | 75.1%+2.2pp | 68.3%+9.0pp |
| Annual return | 9.54% | 29.48%-19.9pp | 181.32%-171.8pp | 40.90%-31.4pp |
| Employer contribution / active EE | $1,154 | $3,113-62.9% | $3,754-69.3% | $2,631-56.1% |
| Participant deferral / active EE | $2,812 | $4,056-30.7% | $5,116-45.0% | $4,212-33.2% |
| Admin fee / account holder | $8,014 | $7,222+11.0% | $8,919-10.1% | $7,344+9.1% |