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 | $55,336 | $78,422-29.4% | $95,952-42.3% | $79,858-30.7% |
| Participation rate | 93.5% | 73.5%+20.0pp | 77.1%+16.4pp | 69.6%+23.8pp |
| Annual return | 7.37% | 19.37%-12.0pp | 91.61%-84.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,770 | $1,945-9.0% | $2,541-30.4% | $2,471-28.4% |
| Participant deferral / active EE | $3,370 | $3,440-2.0% | $4,167-19.1% | $3,740-9.9% |
| Admin fee / account holder | $6,872 | $5,622+22.2% | $6,795+1.1% | $5,306+29.5% |