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 | $53,839 | $66,402-18.9% | $109,895-51.0% | $85,850-37.3% |
| Participation rate | 79.5% | 63.9%+15.6pp | 74.2%+5.3pp | 69.3%+10.2pp |
| Annual return | 9.29% | 19.59%-10.3pp | 29.45%-20.2pp | 318.53%-309.2pp |
| Employer contribution / active EE | $1,335 | $1,687-20.8% | $2,842-53.0% | $2,565-47.9% |
| Participant deferral / active EE | $3,754 | $2,842+32.1% | $4,048-7.3% | $3,952-5.0% |
| Admin fee / account holder | $4,230 | $4,557-7.2% | $6,066-30.3% | $6,260-32.4% |