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 | $52,340 | $109,881-52.4% | $150,045-65.1% | $84,808-38.3% |
| Participation rate | 81.8% | 76.1%+5.7pp | 82.3%-0.5pp | 68.3%+13.5pp |
| Annual return | 12.87% | 28.25%-15.4pp | 62.55%-49.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,206 | $3,561-38.1% | $4,693-53.0% | $2,631-16.2% |
| Participant deferral / active EE | $4,724 | $6,636-28.8% | $7,997-40.9% | $4,212+12.2% |
| Admin fee / account holder | $430 | $8,568-95.0% | $13,435-96.8% | $7,344-94.1% |