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 | $59,271 | $79,944-25.9% | $98,439-39.8% | $75,163-21.1% |
| Participation rate | 83.3% | 70.4%+13.0pp | 75.2%+8.2pp | 67.2%+16.1pp |
| Annual return | 12.18% | 19.75%-7.6pp | 21.16%-9.0pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,613 | $2,264-28.7% | $3,048-47.1% | $2,670-39.6% |
| Participant deferral / active EE | $4,374 | $3,752+16.6% | $4,738-7.7% | $4,125+6.0% |
| Admin fee / account holder | $1,362 | $6,840-80.1% | $8,948-84.8% | $5,651-75.9% |