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 | $62,370 | $214,378-70.9% | $200,582-68.9% | $142,382-56.2% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 10.73% | 46.41%-35.7pp | 42.33%-31.6pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,020 | $6,841-70.5% | $6,419-68.5% | $4,299-53.0% |
| Participant deferral / active EE | $4,870 | $9,865-50.6% | $9,331-47.8% | $6,507-25.2% |
| Admin fee / account holder | $30,767 | $17,692+73.9% | $16,305+88.7% | $12,624+143.7% |