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 | $48,103 | $54,762-12.2% | $90,281-46.7% | $72,985-34.1% |
| Participation rate | 97.6% | 65.1%+32.4pp | 73.3%+24.3pp | 69.5%+28.1pp |
| Annual return | 15.15% | 30.63%-15.5pp | 78.10%-62.9pp | 81.00%-65.9pp |
| Employer contribution / active EE | $5,035 | $2,092+140.6% | $2,854+76.4% | $2,440+106.4% |
| Participant deferral / active EE | $4,829 | $2,887+67.3% | $3,885+24.3% | $3,607+33.9% |
| Admin fee / account holder | $1,806 | $3,972-54.5% | $5,351-66.2% | $5,124-64.8% |