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 | $54,504 | $153,772-64.6% | $133,980-59.3% | $273,961-80.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 3.26% | 36.51%-33.3pp | 29.30%-26.0pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,561 | $6,029-74.1% | $5,211-70.0% | $4,869-67.9% |
| Participant deferral / active EE | $7,857 | $6,958+12.9% | $6,282+25.1% | $5,287+48.6% |
| Admin fee / account holder | $5,344 | $11,765-54.6% | $9,324-42.7% | $10,132-47.3% |