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 | $57,028 | $73,933-22.9% | $96,683-41.0% | $75,163-24.1% |
| Participation rate | 77.4% | 66.4%+11.0pp | 74.3%+3.1pp | 67.2%+10.2pp |
| Annual return | 11.99% | 26.70%-14.7pp | 35.69%-23.7pp | 160.62%-148.6pp |
| Employer contribution / active EE | $5,143 | $2,928+75.7% | $3,737+37.6% | $2,670+92.7% |
| Participant deferral / active EE | $3,528 | $3,659-3.6% | $4,878-27.7% | $4,125-14.5% |
| Admin fee / account holder | $1,446 | $5,216-72.3% | $6,730-78.5% | $5,651-74.4% |