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 | $53,346 | $98,750-46.0% | $149,696-64.4% | $79,858-33.2% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.5%+9.7pp | 69.6%+22.6pp |
| Annual return | 4.39% | 27.43%-23.0pp | 276.60%-272.2pp | 31.71%-27.3pp |
| Employer contribution / active EE | $1,467 | $3,216-54.4% | $4,644-68.4% | $2,471-40.6% |
| Participant deferral / active EE | $6,006 | $5,680+5.7% | $6,842-12.2% | $3,740+60.6% |
| Admin fee / account holder | $1,885 | $6,053-68.9% | $9,309-79.8% | $5,306-64.5% |