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 | $58,310 | $106,749-45.4% | $145,433-59.9% | $82,448-29.3% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.5pp |
| Annual return | 12.78% | 27.59%-14.8pp | 66.58%-53.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $4,762 | $3,444+38.2% | $4,554+4.5% | $2,551+86.7% |
| Participant deferral / active EE | $5,719 | $6,519-12.3% | $7,897-27.6% | $4,139+38.2% |
| Admin fee / account holder | $17,715 | $8,390+111.1% | $13,129+34.9% | $7,234+144.9% |