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 6-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 | $48,157 | $106,749-54.9% | $145,433-66.9% | $82,448-41.6% |
| Participation rate | 94.1% | 75.6%+18.5pp | 82.1%+12.0pp | 68.1%+26.0pp |
| Annual return | 11.14% | 27.59%-16.5pp | 66.58%-55.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,430 | $3,444-58.5% | $4,554-68.6% | $2,551-43.9% |
| Participant deferral / active EE | $10,594 | $6,519+62.5% | $7,897+34.1% | $4,139+155.9% |
| Admin fee / account holder | $4,409 | $8,390-47.5% | $13,129-66.4% | $7,234-39.1% |