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 | $42,395 | $109,413-61.3% | $156,263-72.9% | $84,808-50.0% |
| Participation rate | 82.7% | 72.7%+10.0pp | 78.9%+3.8pp | 68.3%+14.4pp |
| Annual return | 11.46% | 20.18%-8.7pp | 59.47%-48.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $4,177 | $2,907+43.7% | $4,333-3.6% | $2,631+58.8% |
| Participant deferral / active EE | $3,276 | $4,590-28.6% | $6,158-46.8% | $4,212-22.2% |
| Admin fee / account holder | $10,488 | $9,357+12.1% | $14,255-26.4% | $7,344+42.8% |