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 | $55,894 | $86,929-35.7% | $102,423-45.4% | $80,856-30.9% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.6%+30.0pp |
| Annual return | 9.46% | 18.88%-9.4pp | 29.32%-19.9pp | 35.59%-26.1pp |
| Employer contribution / active EE | $2,126 | $2,369-10.3% | $3,023-29.7% | $2,755-22.8% |
| Participant deferral / active EE | $2,162 | $4,118-47.5% | $5,053-57.2% | $4,296-49.7% |
| Admin fee / account holder | $6,868 | $8,049-14.7% | $9,451-27.3% | $6,918-0.7% |