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 | $49,521 | $103,966-52.4% | $112,887-56.1% | $75,163-34.1% |
| Participation rate | 98.8% | 75.7%+23.1pp | 80.5%+18.3pp | 67.2%+31.6pp |
| Annual return | 12.75% | 24.54%-11.8pp | 34.10%-21.4pp | 160.62%-147.9pp |
| Employer contribution / active EE | $3,703 | $3,870-4.3% | $4,563-18.8% | $2,670+38.7% |
| Participant deferral / active EE | $5,057 | $5,456-7.3% | $6,513-22.4% | $4,125+22.6% |
| Admin fee / account holder | $2,630 | $7,663-65.7% | $7,047-62.7% | $5,651-53.5% |