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 | $57,020 | $93,571-39.1% | $135,903-58.0% | $75,163-24.1% |
| Participation rate | 95.3% | 75.2%+20.2pp | 81.9%+13.4pp | 67.2%+28.2pp |
| Annual return | 11.77% | 30.90%-19.1pp | 68.23%-56.5pp | 160.62%-148.8pp |
| Employer contribution / active EE | $3,011 | $3,537-14.9% | $4,856-38.0% | $2,670+12.8% |
| Participant deferral / active EE | $5,422 | $6,404-15.3% | $7,758-30.1% | $4,125+31.4% |
| Admin fee / account holder | $14,261 | $6,975+104.5% | $10,762+32.5% | $5,651+152.4% |