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 | $31,463 | $118,450-73.4% | $98,439-68.0% | $139,434-77.4% |
| Participation rate | 79.2% | 77.4%+1.7pp | 75.2%+4.0pp | 80.3%-1.2pp |
| Annual return | 8.41% | 18.94%-10.5pp | 21.16%-12.7pp | 372.94%-364.5pp |
| Employer contribution / active EE | $1,486 | $3,609-58.8% | $3,048-51.3% | $4,751-68.7% |
| Participant deferral / active EE | $2,615 | $5,392-51.5% | $4,738-44.8% | $6,710-61.0% |
| Admin fee / account holder | $2,865 | $14,026-79.6% | $8,948-68.0% | $11,403-74.9% |