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 | $56,452 | $77,899-27.5% | $149,673-62.3% | $75,163-24.9% |
| Participation rate | 98.5% | 65.6%+32.9pp | 78.8%+19.7pp | 67.2%+31.3pp |
| Annual return | 13.00% | 31.72%-18.7pp | 134.42%-121.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $3,131 | $3,137-0.2% | $4,818-35.0% | $2,670+17.3% |
| Participant deferral / active EE | $6,496 | $3,411+90.4% | $5,680+14.4% | $4,125+57.5% |
| Admin fee / account holder | $4,863 | $5,956-18.4% | $13,210-63.2% | $5,651-13.9% |