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 | $15,791 | $84,233-81.3% | $170,442-90.7% | $70,131-77.5% |
| Participation rate | 92.6% | 70.8%+21.8pp | 83.6%+9.0pp | 69.5%+23.1pp |
| Annual return | 10.05% | 23.06%-13.0pp | 205.93%-195.9pp | 73.14%-63.1pp |
| Employer contribution / active EE | $2,177 | $3,387-35.7% | $5,433-59.9% | $2,342-7.1% |
| Participant deferral / active EE | $1,218 | $3,086-60.5% | $4,939-75.3% | $3,332-63.4% |
| Admin fee / account holder | $3,972 | $5,698-30.3% | $13,880-71.4% | $4,645-14.5% |