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 | $47,575 | $77,419-38.5% | $69,455-31.5% | $152,861-68.9% |
| Participation rate | 78.9% | 78.1%+0.8pp | 74.6%+4.3pp | 82.4%-3.5pp |
| Annual return | 2.00% | 39.06%-37.1pp | 28.97%-27.0pp | 345.32%-343.3pp |
| Employer contribution / active EE | $1,176 | $3,315-64.5% | $2,779-57.7% | $4,762-75.3% |
| Participant deferral / active EE | $3,572 | $4,414-19.1% | $3,535+1.0% | $5,850-38.9% |
| Admin fee / account holder | $333 | $6,207-94.6% | $3,839-91.3% | $11,596-97.1% |