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 | $72,633 | $138,347-47.5% | $184,203-60.6% | $80,856-10.2% |
| Participation rate | 96.3% | 83.9%+12.4pp | 86.8%+9.5pp | 67.6%+28.7pp |
| Annual return | 9.74% | 20.02%-10.3pp | 28.81%-19.1pp | 35.59%-25.9pp |
| Employer contribution / active EE | $2,851 | $4,850-41.2% | $6,427-55.6% | $2,755+3.5% |
| Participant deferral / active EE | $6,051 | $7,071-14.4% | $9,131-33.7% | $4,296+40.9% |
| Admin fee / account holder | $9,288 | $10,483-11.4% | $13,901-33.2% | $6,918+34.3% |