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 | $46,098 | $89,355-48.4% | $141,162-67.3% | $72,985-36.8% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 18.21% | 111.85%-93.6pp | 71.39%-53.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $3,684 | $3,114+18.3% | $4,735-22.2% | $2,440+51.0% |
| Participant deferral / active EE | $5,748 | $5,418+6.1% | $6,709-14.3% | $3,607+59.3% |
| Admin fee / account holder | $5,664 | $5,958-4.9% | $10,261-44.8% | $5,124+10.5% |