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 | $29,509 | $78,422-62.4% | $95,952-69.2% | $79,858-63.0% |
| Participation rate | 85.7% | 73.5%+12.2pp | 77.1%+8.6pp | 69.6%+16.1pp |
| Annual return | 9.00% | 19.37%-10.4pp | 91.61%-82.6pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,436 | $1,945-26.2% | $2,541-43.5% | $2,471-41.9% |
| Participant deferral / active EE | $2,213 | $3,440-35.7% | $4,167-46.9% | $3,740-40.8% |
| Admin fee / account holder | $2,409 | $5,622-57.2% | $6,795-64.6% | $5,306-54.6% |