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 7-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 | $59,498 | $93,571-36.4% | $135,903-56.2% | $75,163-20.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.71% | 30.90%-17.2pp | 68.23%-54.5pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,899 | $3,537-46.3% | $4,856-60.9% | $2,670-28.9% |
| Participant deferral / active EE | $5,979 | $6,404-6.6% | $7,758-22.9% | $4,125+44.9% |
| Admin fee / account holder | $4,749 | $6,975-31.9% | $10,762-55.9% | $5,651-16.0% |