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 | $59,913 | $89,753-33.2% | $107,525-44.3% | $84,808-29.4% |
| Participation rate | 87.5% | 68.1%+19.4pp | 75.1%+12.4pp | 68.3%+19.2pp |
| Annual return | 12.47% | 29.48%-17.0pp | 181.32%-168.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,247 | $3,113-27.8% | $3,754-40.1% | $2,631-14.6% |
| Participant deferral / active EE | $3,467 | $4,056-14.5% | $5,116-32.2% | $4,212-17.7% |
| Admin fee / account holder | $699 | $7,222-90.3% | $8,919-92.2% | $7,344-90.5% |