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 | $90,674-40.3% | $96,707-44.0% | $82,448-34.3% |
| Participation rate | 92.9% | 75.9%+16.9pp | 80.4%+12.5pp | 68.1%+24.8pp |
| Annual return | 5.36% | 49.05%-43.7pp | 34.78%-29.4pp | 41.64%-36.3pp |
| Employer contribution / active EE | $2,355 | $3,975-40.8% | $4,191-43.8% | $2,551-7.7% |
| Participant deferral / active EE | $3,538 | $5,696-37.9% | $5,997-41.0% | $4,139-14.5% |
| Admin fee / account holder | $4,860 | $7,568-35.8% | $7,503-35.2% | $7,234-32.8% |