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 | $54,177 | $93,170-41.9% | $100,534-46.1% | $84,808-36.1% |
| Participation rate | 92.9% | 75.8%+17.0pp | 80.6%+12.2pp | 68.3%+24.5pp |
| Annual return | 5.36% | 47.13%-41.8pp | 32.66%-27.3pp | 40.90%-35.5pp |
| Employer contribution / active EE | $2,355 | $3,985-40.9% | $4,346-45.8% | $2,631-10.5% |
| Participant deferral / active EE | $3,538 | $5,699-37.9% | $6,144-42.4% | $4,212-16.0% |
| Admin fee / account holder | $4,860 | $7,382-34.2% | $7,654-36.5% | $7,344-33.8% |