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 | $50,459 | $148,534-66.0% | $135,903-62.9% | $139,434-63.8% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 11.85% | 79.19%-67.3pp | 68.23%-56.4pp | 372.94%-361.1pp |
| Employer contribution / active EE | $4,371 | $5,243-16.6% | $4,856-10.0% | $4,751-8.0% |
| Participant deferral / active EE | $9,273 | $8,100+14.5% | $7,758+19.5% | $6,710+38.2% |
| Admin fee / account holder | $1,687 | $12,400-86.4% | $10,762-84.3% | $11,403-85.2% |