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 | $34,941 | $77,899-55.1% | $149,673-76.7% | $75,163-53.5% |
| Participation rate | 76.3% | 65.6%+10.7pp | 78.8%-2.5pp | 67.2%+9.1pp |
| Annual return | 11.42% | 31.72%-20.3pp | 134.42%-123.0pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,002 | $3,137-68.1% | $4,818-79.2% | $2,670-62.5% |
| Participant deferral / active EE | $3,315 | $3,411-2.8% | $5,680-41.6% | $4,125-19.6% |
| Admin fee / account holder | $1,443 | $5,956-75.8% | $13,210-89.1% | $5,651-74.5% |