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 | $52,619 | $72,277-27.2% | $101,248-48.0% | $79,858-34.1% |
| Participation rate | 98.0% | 68.5%+29.6pp | 75.8%+22.2pp | 69.6%+28.4pp |
| Annual return | 9.90% | 22.30%-12.4pp | 46.47%-36.6pp | 31.71%-21.8pp |
| Employer contribution / active EE | $3,758 | $2,692+39.6% | $3,660+2.7% | $2,471+52.1% |
| Participant deferral / active EE | $4,556 | $3,282+38.8% | $4,370+4.2% | $3,740+21.8% |
| Admin fee / account holder | $3,588 | $4,400-18.5% | $5,945-39.6% | $5,306-32.4% |