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 | $71,048 | $83,477-14.9% | $125,175-43.2% | $72,985-2.7% |
| Participation rate | 87.1% | 73.3%+13.8pp | 79.8%+7.3pp | 69.5%+17.6pp |
| Annual return | 5.76% | 25.78%-20.0pp | 43.79%-38.0pp | 81.00%-75.2pp |
| Employer contribution / active EE | $1,440 | $2,345-38.6% | $3,865-62.8% | $2,440-41.0% |
| Participant deferral / active EE | $3,682 | $3,585+2.7% | $4,937-25.4% | $3,607+2.1% |
| Admin fee / account holder | $1,438 | $5,517-73.9% | $9,702-85.2% | $5,124-71.9% |