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 | $40,026 | $95,453-58.1% | $112,040-64.3% | $82,448-51.5% |
| Participation rate | 74.7% | 72.8%+1.9pp | 76.5%-1.8pp | 68.1%+6.6pp |
| Annual return | 12.09% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $678 | $2,318-70.7% | $2,954-77.0% | $2,551-73.4% |
| Participant deferral / active EE | $7,699 | $4,224+82.3% | $5,098+51.0% | $4,139+86.0% |
| Admin fee / account holder | $13,071 | $9,013+45.0% | $12,098+8.0% | $7,234+80.7% |