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 | $41,022 | $106,515-61.5% | $96,683-57.6% | $139,434-70.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 7.23% | 38.43%-31.2pp | 35.69%-28.5pp | 372.94%-365.7pp |
| Employer contribution / active EE | $2,656 | $4,103-35.3% | $3,737-28.9% | $4,751-44.1% |
| Participant deferral / active EE | $2,660 | $5,454-51.2% | $4,878-45.5% | $6,710-60.4% |
| Admin fee / account holder | $4,901 | $7,877-37.8% | $6,730-27.2% | $11,403-57.0% |