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 | $50,883 | $72,492-29.8% | $87,100-41.6% | $72,985-30.3% |
| Participation rate | 74.3% | 72.8%+1.5pp | 76.9%-2.6pp | 69.5%+4.8pp |
| Annual return | 13.04% | 24.46%-11.4pp | 28.19%-15.2pp | 81.00%-68.0pp |
| Employer contribution / active EE | $1,528 | $1,894-19.3% | $2,521-39.4% | $2,440-37.4% |
| Participant deferral / active EE | $3,843 | $3,270+17.5% | $4,049-5.1% | $3,607+6.5% |
| Admin fee / account holder | $3,275 | $5,055-35.2% | $7,497-56.3% | $5,124-36.1% |