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 | $29,408 | $104,251-71.8% | $91,001-67.7% | $147,584-80.1% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.6%-2.9pp | 82.8%-10.1pp |
| Annual return | 7.62% | 27.06%-19.4pp | 4.60%+3.0pp | 578.55%-570.9pp |
| Employer contribution / active EE | $3,562 | $3,116+14.3% | $2,456+45.0% | $4,876-27.0% |
| Participant deferral / active EE | $4,898 | $4,195+16.8% | $3,547+38.1% | $5,439-9.9% |
| Admin fee / account holder | $437 | $8,948-95.1% | $5,417-91.9% | $10,885-96.0% |