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 | $48,908 | $109,413-55.3% | $156,263-68.7% | $84,808-42.3% |
| Participation rate | 79.5% | 72.7%+6.9pp | 78.9%+0.6pp | 68.3%+11.2pp |
| Annual return | 2.71% | 20.18%-17.5pp | 59.47%-56.8pp | 40.90%-38.2pp |
| Employer contribution / active EE | $1,733 | $2,907-40.4% | $4,333-60.0% | $2,631-34.1% |
| Participant deferral / active EE | $2,565 | $4,590-44.1% | $6,158-58.3% | $4,212-39.1% |
| Admin fee / account holder | $7,711 | $9,357-17.6% | $14,255-45.9% | $7,344+5.0% |