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 | $33,286 | $152,587-78.2% | $125,175-73.4% | $152,861-78.2% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.4%+4.2pp |
| Annual return | 7.42% | 54.84%-47.4pp | 43.79%-36.4pp | 345.32%-337.9pp |
| Employer contribution / active EE | $1,189 | $4,946-76.0% | $3,865-69.2% | $4,762-75.0% |
| Participant deferral / active EE | $3,210 | $5,868-45.3% | $4,937-35.0% | $5,850-45.1% |
| Admin fee / account holder | $1,462 | $13,434-89.1% | $9,702-84.9% | $11,596-87.4% |