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 | $109,881-46.9% | $150,045-61.1% | $84,808-31.2% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 12.78% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $4,762 | $3,561+33.7% | $4,693+1.5% | $2,631+81.0% |
| Participant deferral / active EE | $5,719 | $6,636-13.8% | $7,997-28.5% | $4,212+35.8% |
| Admin fee / account holder | $17,715 | $8,568+106.8% | $13,435+31.9% | $7,344+141.2% |