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 | $48,892 | $109,881-55.5% | $150,045-67.4% | $84,808-42.3% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 12.80% | 28.25%-15.4pp | 62.55%-49.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,945 | $3,561-17.3% | $4,693-37.3% | $2,631+11.9% |
| Participant deferral / active EE | $8,567 | $6,636+29.1% | $7,997+7.1% | $4,212+103.4% |
| Admin fee / account holder | $12,549 | $8,568+46.5% | $13,435-6.6% | $7,344+70.9% |