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 | $42,857 | $101,763-57.9% | $164,866-74.0% | $80,874-47.0% |
| Participation rate | 87.5% | 71.8%+15.7pp | 78.6%+8.9pp | 67.6%+19.9pp |
| Annual return | 10.47% | 16.73%-6.3pp | 69.97%-59.5pp | 35.62%-25.1pp |
| Employer contribution / active EE | $2,142 | $2,954-27.5% | $4,343-50.7% | $2,756-22.3% |
| Participant deferral / active EE | $4,467 | $4,477-0.2% | $6,033-26.0% | $4,297+3.9% |
| Admin fee / account holder | $6,341 | $8,228-22.9% | $12,689-50.0% | $6,935-8.6% |