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 | $36,744 | $93,571-60.7% | $135,903-73.0% | $75,163-51.1% |
| Participation rate | 72.2% | 75.2%-3.0pp | 81.9%-9.7pp | 67.2%+5.0pp |
| Annual return | 13.46% | 30.90%-17.4pp | 68.23%-54.8pp | 160.62%-147.2pp |
| Employer contribution / active EE | $2,507 | $3,537-29.1% | $4,856-48.4% | $2,670-6.1% |
| Participant deferral / active EE | $3,006 | $6,404-53.1% | $7,758-61.3% | $4,125-27.1% |
| Admin fee / account holder | $1,387 | $6,975-80.1% | $10,762-87.1% | $5,651-75.5% |