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 | $56,110 | $177,572-68.4% | $154,803-63.8% | $142,382-60.6% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 6.12% | 65.07%-58.9pp | 58.88%-52.8pp | 217.08%-211.0pp |
| Employer contribution / active EE | $2,344 | $4,810-51.3% | $4,305-45.6% | $4,299-45.5% |
| Participant deferral / active EE | $5,772 | $6,272-8.0% | $5,540+4.2% | $6,507-11.3% |
| Admin fee / account holder | $2,144 | $16,786-87.2% | $14,329-85.0% | $12,624-83.0% |