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 | $64,303 | $91,552-29.8% | $133,956-52.0% | $79,858-19.5% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.6%+22.7pp |
| Annual return | 3.85% | 61.85%-58.0pp | 45.09%-41.2pp | 31.71%-27.9pp |
| Employer contribution / active EE | $1,854 | $2,384-22.2% | $3,919-52.7% | $2,471-24.9% |
| Participant deferral / active EE | $3,145 | $3,733-15.8% | $5,048-37.7% | $3,740-15.9% |
| Admin fee / account holder | $6,097 | $6,321-3.5% | $8,927-31.7% | $5,306+14.9% |