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 | $45,907 | $91,190-49.7% | $178,490-74.3% | $79,858-42.5% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 9.44% | 24.19%-14.7pp | 151.07%-141.6pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,225 | $3,256-62.4% | $5,011-75.6% | $2,471-50.4% |
| Participant deferral / active EE | $3,433 | $3,236+6.1% | $5,202-34.0% | $3,740-8.2% |
| Admin fee / account holder | $2,574 | $6,751-61.9% | $13,984-81.6% | $5,306-51.5% |