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 | $58,063 | $124,281-53.3% | $109,143-46.8% | $167,490-65.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 7.67% | 26.04%-18.4pp | 25.75%-18.1pp | 478.56%-470.9pp |
| Employer contribution / active EE | $5,020 | $4,207+19.3% | $3,722+34.9% | $4,837+3.8% |
| Participant deferral / active EE | $1,643 | $5,255-68.7% | $4,653-64.7% | $6,341-74.1% |
| Admin fee / account holder | $23,855 | $7,970+199.3% | $6,752+253.3% | $12,309+93.8% |