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 | $46,290 | $91,552-49.4% | $133,956-65.4% | $79,858-42.0% |
| Participation rate | 89.7% | 73.3%+16.4pp | 79.8%+9.9pp | 69.6%+20.1pp |
| Annual return | 4.20% | 61.85%-57.6pp | 45.09%-40.9pp | 31.71%-27.5pp |
| Employer contribution / active EE | $2,524 | $2,384+5.9% | $3,919-35.6% | $2,471+2.2% |
| Participant deferral / active EE | $4,001 | $3,733+7.2% | $5,048-20.7% | $3,740+7.0% |
| Admin fee / account holder | $840 | $6,321-86.7% | $8,927-90.6% | $5,306-84.2% |