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 | $66,238 | $89,753-26.2% | $107,525-38.4% | $84,808-21.9% |
| Participation rate | 91.9% | 68.1%+23.8pp | 75.1%+16.8pp | 68.3%+23.5pp |
| Annual return | 11.50% | 29.48%-18.0pp | 181.32%-169.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,585 | $3,113-49.1% | $3,754-57.8% | $2,631-39.8% |
| Participant deferral / active EE | $2,766 | $4,056-31.8% | $5,116-45.9% | $4,212-34.3% |
| Admin fee / account holder | $3,572 | $7,222-50.5% | $8,919-60.0% | $7,344-51.4% |