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 | $46,863 | $101,724-53.9% | $164,813-71.6% | $80,856-42.0% |
| Participation rate | 98.4% | 71.8%+26.6pp | 78.6%+19.8pp | 67.6%+30.8pp |
| Annual return | 8.10% | 16.72%-8.6pp | 69.93%-61.8pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1,951 | $2,953-33.9% | $4,341-55.1% | $2,755-29.2% |
| Participant deferral / active EE | $2,463 | $4,477-45.0% | $6,031-59.2% | $4,296-42.7% |
| Admin fee / account holder | $12,231 | $8,227+48.7% | $12,690-3.6% | $6,918+76.8% |