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 | $59,758 | $88,370-32.4% | $112,977-47.1% | $79,858-25.2% |
| Participation rate | 95.7% | 76.8%+18.9pp | 82.6%+13.2pp | 69.6%+26.1pp |
| Annual return | 11.10% | 23.16%-12.1pp | 24.24%-13.1pp | 31.71%-20.6pp |
| Employer contribution / active EE | $3,015 | $3,398-11.3% | $4,255-29.1% | $2,471+22.0% |
| Participant deferral / active EE | $3,154 | $4,536-30.5% | $5,836-46.0% | $3,740-15.7% |
| Admin fee / account holder | $2,123 | $5,750-63.1% | $6,294-66.3% | $5,306-60.0% |