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 | $38,994 | $77,899-49.9% | $149,673-73.9% | $75,163-48.1% |
| Participation rate | 79.3% | 65.6%+13.7pp | 78.8%+0.5pp | 67.2%+12.1pp |
| Annual return | 13.02% | 31.72%-18.7pp | 134.42%-121.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $3,758 | $3,137+19.8% | $4,818-22.0% | $2,670+40.8% |
| Participant deferral / active EE | $5,580 | $3,411+63.6% | $5,680-1.8% | $4,125+35.3% |
| Admin fee / account holder | $6,377 | $5,956+7.1% | $13,210-51.7% | $5,651+12.8% |