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 | $66,898 | $106,749-37.3% | $145,433-54.0% | $82,448-18.9% |
| Participation rate | 88.6% | 75.6%+13.0pp | 82.1%+6.5pp | 68.1%+20.6pp |
| Annual return | 10.13% | 27.59%-17.5pp | 66.58%-56.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $2,174 | $3,444-36.9% | $4,554-52.3% | $2,551-14.8% |
| Participant deferral / active EE | $4,672 | $6,519-28.3% | $7,897-40.8% | $4,139+12.9% |
| Admin fee / account holder | $13,745 | $8,390+63.8% | $13,129+4.7% | $7,234+90.0% |