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 | $59,475 | $118,450-49.8% | $98,439-39.6% | $139,434-57.3% |
| Participation rate | 92.3% | 77.4%+14.9pp | 75.2%+17.1pp | 80.3%+12.0pp |
| Annual return | 7.63% | 18.94%-11.3pp | 21.16%-13.5pp | 372.94%-365.3pp |
| Employer contribution / active EE | $1,373 | $3,609-62.0% | $3,048-55.0% | $4,751-71.1% |
| Participant deferral / active EE | $3,919 | $5,392-27.3% | $4,738-17.3% | $6,710-41.6% |
| Admin fee / account holder | $845 | $14,026-94.0% | $8,948-90.6% | $11,403-92.6% |