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 | $63,894 | $124,425-48.6% | $112,040-43.0% | $137,256-53.4% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 7.27% | 24.72%-17.4pp | 24.52%-17.2pp | 220.34%-213.1pp |
| Employer contribution / active EE | $1,979 | $3,411-42.0% | $2,954-33.0% | $4,156-52.4% |
| Participant deferral / active EE | $3,142 | $5,718-45.1% | $5,098-38.4% | $6,407-51.0% |
| Admin fee / account holder | $27,759 | $15,207+82.5% | $12,098+129.4% | $12,270+126.2% |