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 | $49,129 | $93,571-47.5% | $135,903-63.8% | $75,163-34.6% |
| Participation rate | 91.8% | 75.2%+16.7pp | 81.9%+9.9pp | 67.2%+24.6pp |
| Annual return | 14.25% | 30.90%-16.7pp | 68.23%-54.0pp | 160.62%-146.4pp |
| Employer contribution / active EE | $4,488 | $3,537+26.9% | $4,856-7.6% | $2,670+68.1% |
| Participant deferral / active EE | $5,749 | $6,404-10.2% | $7,758-25.9% | $4,125+39.4% |
| Admin fee / account holder | $1,760 | $6,975-74.8% | $10,762-83.6% | $5,651-68.9% |