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 | $39,392 | $125,758-68.7% | $169,993-76.8% | $75,163-47.6% |
| Participation rate | 81.0% | 83.6%-2.6pp | 87.0%-6.0pp | 67.2%+13.8pp |
| Annual return | 12.91% | 27.20%-14.3pp | 53.37%-40.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,488 | $4,615-46.1% | $6,785-63.3% | $2,670-6.8% |
| Participant deferral / active EE | $4,517 | $6,837-33.9% | $10,408-56.6% | $4,125+9.5% |
| Admin fee / account holder | $859 | $8,173-89.5% | $12,815-93.3% | $5,651-84.8% |