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 | $36,979 | $176,812-79.1% | $146,665-74.8% | $167,490-77.9% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 6.44% | 24.03%-17.6pp | 22.74%-16.3pp | 478.56%-472.1pp |
| Employer contribution / active EE | $1,837 | $5,160-64.4% | $4,136-55.6% | $4,837-62.0% |
| Participant deferral / active EE | $2,761 | $6,440-57.1% | $5,506-49.9% | $6,341-56.5% |
| Admin fee / account holder | $1,332 | $13,259-90.0% | $10,280-87.0% | $12,309-89.2% |