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 | $61,668 | $77,899-20.8% | $149,673-58.8% | $75,163-18.0% |
| Participation rate | 87.8% | 65.6%+22.2pp | 78.8%+9.0pp | 67.2%+20.6pp |
| Annual return | 4.49% | 31.72%-27.2pp | 134.42%-129.9pp | 160.62%-156.1pp |
| Employer contribution / active EE | $2,080 | $3,137-33.7% | $4,818-56.8% | $2,670-22.1% |
| Participant deferral / active EE | $2,904 | $3,411-14.9% | $5,680-48.9% | $4,125-29.6% |
| Admin fee / account holder | $2,629 | $5,956-55.9% | $13,210-80.1% | $5,651-53.5% |