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 | $49,671 | $95,803-48.2% | $113,168-56.1% | $84,808-41.4% |
| Participation rate | 91.9% | 72.9%+19.0pp | 76.6%+15.3pp | 68.3%+23.6pp |
| Annual return | 7.58% | 25.00%-17.4pp | 24.27%-16.7pp | 40.90%-33.3pp |
| Employer contribution / active EE | $9,407 | $2,360+298.6% | $2,975+216.2% | $2,631+257.6% |
| Participant deferral / active EE | $5,619 | $4,242+32.5% | $5,107+10.0% | $4,212+33.4% |
| Admin fee / account holder | $13,120 | $8,989+46.0% | $12,068+8.7% | $7,344+78.7% |