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 | $23,802 | $77,899-69.4% | $149,673-84.1% | $75,163-68.3% |
| Participation rate | 73.1% | 65.6%+7.5pp | 78.8%-5.7pp | 67.2%+5.9pp |
| Annual return | 11.38% | 31.72%-20.3pp | 134.42%-123.0pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,364 | $3,137-56.5% | $4,818-71.7% | $2,670-48.9% |
| Participant deferral / active EE | $2,064 | $3,411-39.5% | $5,680-63.7% | $4,125-50.0% |
| Admin fee / account holder | $1,806 | $5,956-69.7% | $13,210-86.3% | $5,651-68.0% |