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 | $57,110 | $101,724-43.9% | $164,813-65.3% | $80,856-29.4% |
| Participation rate | 73.3% | 71.8%+1.5pp | 78.6%-5.3pp | 67.6%+5.7pp |
| Annual return | 8.52% | 16.72%-8.2pp | 69.93%-61.4pp | 35.59%-27.1pp |
| Employer contribution / active EE | $2,400 | $2,953-18.7% | $4,341-44.7% | $2,755-12.9% |
| Participant deferral / active EE | $5,618 | $4,477+25.5% | $6,031-6.9% | $4,296+30.8% |
| Admin fee / account holder | $10,365 | $8,227+26.0% | $12,690-18.3% | $6,918+49.8% |