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 | $64,238 | $100,923-36.3% | $150,045-57.2% | $74,304-13.5% |
| Participation rate | 83.9% | 70.1%+13.8pp | 82.3%+1.6pp | 60.3%+23.6pp |
| Annual return | 14.73% | 51.77%-37.0pp | 62.55%-47.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,830 | $3,463-47.2% | $4,693-61.0% | $2,241-18.3% |
| Participant deferral / active EE | $4,054 | $6,709-39.6% | $7,997-49.3% | $3,767+7.6% |
| Admin fee / account holder | $4,680 | $2,767+69.1% | $13,435-65.2% | $2,969+57.6% |