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 | $38,915 | $111,754-65.2% | $103,333-62.3% | $145,922-73.3% |
| Participation rate | 78.3% | 77.9%+0.3pp | 74.5%+3.8pp | 80.3%-2.0pp |
| Annual return | 2.51% | 24.77%-22.3pp | 24.88%-22.4pp | 561.29%-558.8pp |
| Employer contribution / active EE | $2,039 | $4,212-51.6% | $3,868-47.3% | $4,660-56.2% |
| Participant deferral / active EE | $5,063 | $5,619-9.9% | $5,057+0.1% | $6,688-24.3% |
| Admin fee / account holder | $24,456 | $9,750+150.8% | $8,355+192.7% | $13,397+82.6% |