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 | $52,673 | $79,944-34.1% | $98,439-46.5% | $75,163-29.9% |
| Participation rate | 94.8% | 70.4%+24.5pp | 75.2%+19.7pp | 67.2%+27.6pp |
| Annual return | 12.38% | 19.75%-7.4pp | 21.16%-8.8pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,929 | $2,264-14.8% | $3,048-36.7% | $2,670-27.8% |
| Participant deferral / active EE | $3,035 | $3,752-19.1% | $4,738-35.9% | $4,125-26.4% |
| Admin fee / account holder | $6,867 | $6,840+0.4% | $8,948-23.3% | $5,651+21.5% |