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 | $56,706 | $91,552-38.1% | $133,956-57.7% | $79,858-29.0% |
| Participation rate | 86.4% | 73.3%+13.1pp | 79.8%+6.6pp | 69.6%+16.8pp |
| Annual return | 6.37% | 61.85%-55.5pp | 45.09%-38.7pp | 31.71%-25.3pp |
| Employer contribution / active EE | $1,620 | $2,384-32.0% | $3,919-58.6% | $2,471-34.4% |
| Participant deferral / active EE | $3,273 | $3,733-12.3% | $5,048-35.2% | $3,740-12.5% |
| Admin fee / account holder | $9,779 | $6,321+54.7% | $8,927+9.5% | $5,306+84.3% |