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 | $45,779 | $93,571-51.1% | $135,903-66.3% | $75,163-39.1% |
| Participation rate | 87.0% | 75.2%+11.8pp | 81.9%+5.0pp | 67.2%+19.8pp |
| Annual return | 13.39% | 30.90%-17.5pp | 68.23%-54.8pp | 160.62%-147.2pp |
| Employer contribution / active EE | $2,472 | $3,537-30.1% | $4,856-49.1% | $2,670-7.4% |
| Participant deferral / active EE | $9,428 | $6,404+47.2% | $7,758+21.5% | $4,125+128.6% |
| Admin fee / account holder | $16,869 | $6,975+141.8% | $10,762+56.7% | $5,651+198.5% |