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 | $48,998 | $80,968-39.5% | $96,544-49.2% | $75,163-34.8% |
| Participation rate | 94.0% | 71.8%+22.2pp | 76.0%+18.0pp | 67.2%+26.8pp |
| Annual return | 8.79% | 27.06%-18.3pp | 25.84%-17.0pp | 160.62%-151.8pp |
| Employer contribution / active EE | $5,940 | $2,282+160.3% | $2,965+100.4% | $2,670+122.5% |
| Participant deferral / active EE | $1,807 | $3,928-54.0% | $4,851-62.8% | $4,125-56.2% |
| Admin fee / account holder | $1,980 | $6,724-70.6% | $8,252-76.0% | $5,651-65.0% |