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 | $63,927 | $149,734-57.3% | $118,925-46.2% | $158,922-59.8% |
| Participation rate | 86.7% | 82.1%+4.6pp | 75.4%+11.3pp | 82.0%+4.7pp |
| Annual return | 3.00% | 19.95%-16.9pp | 35.88%-32.9pp | 302.83%-299.8pp |
| Employer contribution / active EE | $1,208 | $4,115-70.6% | $3,263-63.0% | $4,761-74.6% |
| Participant deferral / active EE | $4,255 | $5,223-18.5% | $4,265-0.2% | $5,982-28.9% |
| Admin fee / account holder | $13,475 | $8,603+56.6% | $6,581+104.8% | $11,246+19.8% |