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 | $54,301 | $106,749-49.1% | $145,433-62.7% | $82,448-34.1% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 12.52% | 27.59%-15.1pp | 66.58%-54.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,955 | $3,444-43.2% | $4,554-57.1% | $2,551-23.3% |
| Participant deferral / active EE | $3,929 | $6,519-39.7% | $7,897-50.2% | $4,139-5.1% |
| Admin fee / account holder | $12,005 | $8,390+43.1% | $13,129-8.6% | $7,234+65.9% |