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 | $49,848 | $72,012-30.8% | $185,823-73.2% | $79,858-37.6% |
| Participation rate | 89.2% | 65.8%+23.4pp | 78.0%+11.2pp | 69.6%+19.6pp |
| Annual return | 10.55% | 23.12%-12.6pp | 35.95%-25.4pp | 31.71%-21.2pp |
| Employer contribution / active EE | $2,143 | $1,965+9.1% | $4,087-47.6% | $2,471-13.2% |
| Participant deferral / active EE | $2,699 | $3,779-28.6% | $5,632-52.1% | $3,740-27.8% |
| Admin fee / account holder | $11,545 | $4,513+155.8% | $9,500+21.5% | $5,306+117.6% |