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 | $39,418 | $125,758-68.7% | $169,993-76.8% | $75,163-47.6% |
| Participation rate | 95.1% | 83.6%+11.5pp | 87.0%+8.1pp | 67.2%+27.9pp |
| Annual return | 13.17% | 27.20%-14.0pp | 53.37%-40.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $2,711 | $4,615-41.3% | $6,785-60.1% | $2,670+1.5% |
| Participant deferral / active EE | $7,201 | $6,837+5.3% | $10,408-30.8% | $4,125+74.6% |
| Admin fee / account holder | $5,410 | $8,173-33.8% | $12,815-57.8% | $5,651-4.3% |