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 | $64,147 | $138,347-53.6% | $184,203-65.2% | $80,856-20.7% |
| Participation rate | 96.4% | 83.9%+12.6pp | 86.8%+9.6pp | 67.6%+28.8pp |
| Annual return | 10.81% | 20.02%-9.2pp | 28.81%-18.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,899 | $4,850-40.2% | $6,427-54.9% | $2,755+5.2% |
| Participant deferral / active EE | $4,273 | $7,071-39.6% | $9,131-53.2% | $4,296-0.5% |
| Admin fee / account holder | $11,454 | $10,483+9.3% | $13,901-17.6% | $6,918+65.6% |