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 | $29,336 | $78,705-62.7% | $117,854-75.1% | $70,131-58.2% |
| Participation rate | 70.5% | 73.2%-2.7pp | 79.7%-9.2pp | 69.5%+0.9pp |
| Annual return | 12.17% | 23.30%-11.1pp | 335.08%-322.9pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,863 | $2,223-16.2% | $3,786-50.8% | $2,342-20.5% |
| Participant deferral / active EE | $4,149 | $3,297+25.8% | $4,482-7.4% | $3,332+24.5% |
| Admin fee / account holder | $2,294 | $5,065-54.7% | $8,020-71.4% | $4,645-50.6% |