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 | $49,413 | $87,013-43.2% | $106,213-53.5% | $80,856-38.9% |
| Participation rate | 87.5% | 70.4%+17.1pp | 75.3%+12.2pp | 67.6%+19.9pp |
| Annual return | 8.90% | 17.05%-8.1pp | 116.14%-107.2pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,676 | $2,395-30.0% | $3,171-47.1% | $2,755-39.1% |
| Participant deferral / active EE | $4,709 | $3,986+18.1% | $5,016-6.1% | $4,296+9.6% |
| Admin fee / account holder | $27,819 | $8,431+229.9% | $11,033+152.1% | $6,918+302.1% |