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 | $30,206 | $148,534-79.7% | $135,903-77.8% | $139,434-78.3% |
| Participation rate | 84.2% | 83.9%+0.4pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 11.14% | 79.19%-68.0pp | 68.23%-57.1pp | 372.94%-361.8pp |
| Employer contribution / active EE | $2,837 | $5,243-45.9% | $4,856-41.6% | $4,751-40.3% |
| Participant deferral / active EE | $2,741 | $8,100-66.2% | $7,758-64.7% | $6,710-59.1% |
| Admin fee / account holder | $2,458 | $12,400-80.2% | $10,762-77.2% | $11,403-78.4% |