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 | $88,672-31.0% | $105,223-41.8% | $82,448-25.7% |
| Participation rate | 77.3% | 67.9%+9.3pp | 75.0%+2.2pp | 68.1%+9.2pp |
| Annual return | 9.54% | 30.86%-21.3pp | 180.65%-171.1pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,154 | $3,048-62.1% | $3,689-68.7% | $2,551-54.8% |
| Participant deferral / active EE | $2,812 | $4,036-30.3% | $5,072-44.6% | $4,139-32.1% |
| Admin fee / account holder | $8,014 | $7,146+12.1% | $8,859-9.5% | $7,234+10.8% |