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 | $54,538 | $77,899-30.0% | $149,673-63.6% | $75,163-27.4% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 12.84% | 31.72%-18.9pp | 134.42%-121.6pp | 160.62%-147.8pp |
| Employer contribution / active EE | $2,185 | $3,137-30.4% | $4,818-54.6% | $2,670-18.2% |
| Participant deferral / active EE | $2,044 | $3,411-40.1% | $5,680-64.0% | $4,125-50.4% |
| Admin fee / account holder | $1,292 | $5,956-78.3% | $13,210-90.2% | $5,651-77.1% |