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 | $29,106 | $77,634-62.5% | $156,549-81.4% | $62,891-53.7% |
| Participation rate | 90.8% | 71.2%+19.6pp | 84.0%+6.8pp | 69.3%+21.5pp |
| Annual return | 1.69% | 50.32%-48.6pp | 32.23%-30.5pp | 20.14%-18.4pp |
| Employer contribution / active EE | $1,696 | $3,444-50.7% | $5,501-69.2% | $2,281-25.6% |
| Participant deferral / active EE | $3,117 | $3,045+2.3% | $4,871-36.0% | $3,203-2.7% |
| Admin fee / account holder | $1,550 | $5,561-72.1% | $13,027-88.1% | $4,296-63.9% |