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 | $66,428 | $148,978-55.4% | $200,582-66.9% | $84,808-21.7% |
| Participation rate | 81.8% | 84.2%-2.4pp | 86.9%-5.1pp | 68.3%+13.5pp |
| Annual return | 12.27% | 28.16%-15.9pp | 42.33%-30.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $5,981 | $4,815+24.2% | $6,419-6.8% | $2,631+127.3% |
| Participant deferral / active EE | $5,626 | $7,142-21.2% | $9,331-39.7% | $4,212+33.6% |
| Admin fee / account holder | $10,423 | $13,977-25.4% | $16,305-36.1% | $7,344+41.9% |