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 | $33,384 | $80,717-58.6% | $154,803-78.4% | $84,808-60.6% |
| Participation rate | 84.7% | 66.8%+17.9pp | 78.1%+6.7pp | 68.3%+16.4pp |
| Annual return | 11.54% | 37.96%-26.4pp | 58.88%-47.3pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,518 | $2,761-8.8% | $4,305-41.5% | $2,631-4.3% |
| Participant deferral / active EE | $1,500 | $3,303-54.6% | $5,540-72.9% | $4,212-64.4% |
| Admin fee / account holder | $1,164 | $6,746-82.7% | $14,329-91.9% | $7,344-84.2% |