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 | $72,560 | $153,772-52.8% | $133,980-45.8% | $273,961-73.5% |
| Participation rate | 95.7% | 88.4%+7.3pp | 87.1%+8.6pp | 83.0%+12.6pp |
| Annual return | 1.91% | 36.51%-34.6pp | 29.30%-27.4pp | 41.45%-39.5pp |
| Employer contribution / active EE | $2,968 | $6,029-50.8% | $5,211-43.1% | $4,869-39.0% |
| Participant deferral / active EE | $3,375 | $6,958-51.5% | $6,282-46.3% | $5,287-36.2% |
| Admin fee / account holder | $7,356 | $11,765-37.5% | $9,324-21.1% | $10,132-27.4% |