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 | $31,665 | $56,053-43.5% | $75,972-58.3% | $80,856-60.8% |
| Participation rate | 75.9% | 62.0%+13.8pp | 69.1%+6.8pp | 67.6%+8.2pp |
| Annual return | 9.32% | 20.53%-11.2pp | 359.55%-350.2pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,633 | $1,874-12.9% | $2,685-39.2% | $2,755-40.7% |
| Participant deferral / active EE | $3,239 | $3,052+6.2% | $4,255-23.9% | $4,296-24.6% |
| Admin fee / account holder | $5,812 | $5,234+11.1% | $6,467-10.1% | $6,918-16.0% |