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 | $53,332 | $101,724-47.6% | $164,813-67.6% | $80,856-34.0% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.6%+12.4pp |
| Annual return | 10.17% | 16.72%-6.5pp | 69.93%-59.8pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,414 | $2,953-52.1% | $4,341-67.4% | $2,755-48.7% |
| Participant deferral / active EE | $7,133 | $4,477+59.3% | $6,031+18.3% | $4,296+66.1% |
| Admin fee / account holder | $5,956 | $8,227-27.6% | $12,690-53.1% | $6,918-13.9% |