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 | $61,712 | $93,571-34.0% | $135,903-54.6% | $75,163-17.9% |
| Participation rate | 74.2% | 75.2%-0.9pp | 81.9%-7.7pp | 67.2%+7.1pp |
| Annual return | 14.79% | 30.90%-16.1pp | 68.23%-53.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,400 | $3,537-60.4% | $4,856-71.2% | $2,670-47.6% |
| Participant deferral / active EE | $2,839 | $6,404-55.7% | $7,758-63.4% | $4,125-31.2% |
| Admin fee / account holder | $4,073 | $6,975-41.6% | $10,762-62.2% | $5,651-27.9% |