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 | $49,958 | $78,672-36.5% | $109,143-54.2% | $85,850-41.8% |
| Participation rate | 92.3% | 68.3%+24.0pp | 75.9%+16.4pp | 69.3%+23.0pp |
| Annual return | 9.94% | 25.09%-15.1pp | 25.75%-15.8pp | 318.53%-308.6pp |
| Employer contribution / active EE | $1,881 | $2,735-31.2% | $3,722-49.5% | $2,565-26.7% |
| Participant deferral / active EE | $5,882 | $3,467+69.6% | $4,653+26.4% | $3,952+48.8% |
| Admin fee / account holder | $11,274 | $5,469+106.1% | $6,752+67.0% | $6,260+80.1% |