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 | $59,904 | $95,803-37.5% | $113,168-47.1% | $84,808-29.4% |
| Participation rate | 72.3% | 72.9%-0.6pp | 76.6%-4.3pp | 68.3%+4.0pp |
| Annual return | 12.27% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,207 | $2,360-48.9% | $2,975-59.4% | $2,631-54.1% |
| Participant deferral / active EE | $2,880 | $4,242-32.1% | $5,107-43.6% | $4,212-31.6% |
| Admin fee / account holder | $6,621 | $8,989-26.3% | $12,068-45.1% | $7,344-9.8% |