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 | $31,186 | $73,981-57.8% | $105,722-70.5% | $62,891-50.4% |
| Participation rate | 77.5% | 71.7%+5.8pp | 78.9%-1.4pp | 69.3%+8.2pp |
| Annual return | 3.91% | 17.60%-13.7pp | 12.25%-8.3pp | 20.14%-16.2pp |
| Employer contribution / active EE | $877 | $2,856-69.3% | $4,079-78.5% | $2,281-61.6% |
| Participant deferral / active EE | $1,955 | $4,038-51.6% | $5,326-63.3% | $3,203-39.0% |
| Admin fee / account holder | $2,884 | $5,976-51.7% | $8,308-65.3% | $4,296-32.9% |