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 | $35,937 | $54,762-34.4% | $90,281-60.2% | $72,985-50.8% |
| Participation rate | 98.5% | 65.1%+33.4pp | 73.3%+25.2pp | 69.5%+29.0pp |
| Annual return | 7.60% | 30.63%-23.0pp | 78.10%-70.5pp | 81.00%-73.4pp |
| Employer contribution / active EE | $3,969 | $2,092+89.7% | $2,854+39.0% | $2,440+62.7% |
| Participant deferral / active EE | $1,962 | $2,887-32.0% | $3,885-49.5% | $3,607-45.6% |
| Admin fee / account holder | $8,669 | $3,972+118.2% | $5,351+62.0% | $5,124+69.2% |