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 | $53,670 | $127,065-57.8% | $113,168-52.6% | $142,382-62.3% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 9.77% | 24.03%-14.3pp | 24.27%-14.5pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,877 | $3,442-45.5% | $2,975-36.9% | $4,299-56.3% |
| Participant deferral / active EE | $4,382 | $5,716-23.4% | $5,107-14.2% | $6,507-32.7% |
| Admin fee / account holder | $18,012 | $15,736+14.5% | $12,068+49.3% | $12,624+42.7% |