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 | $52,907 | $98,240-46.1% | $82,313-35.7% | $147,584-64.2% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 7.31% | 30.85%-23.5pp | 25.88%-18.6pp | 578.55%-571.2pp |
| Employer contribution / active EE | $654 | $3,192-79.5% | $2,428-73.1% | $4,876-86.6% |
| Participant deferral / active EE | $3,244 | $4,383-26.0% | $3,706-12.5% | $5,439-40.4% |
| Admin fee / account holder | $8,650 | $8,563+1.0% | $5,608+54.2% | $10,885-20.5% |