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 | $71,400 | $109,881-35.0% | $150,045-52.4% | $84,808-15.8% |
| Participation rate | 80.4% | 76.1%+4.3pp | 82.3%-1.9pp | 68.3%+12.1pp |
| Annual return | 14.14% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,061 | $3,561-70.2% | $4,693-77.4% | $2,631-59.7% |
| Participant deferral / active EE | $3,810 | $6,636-42.6% | $7,997-52.4% | $4,212-9.5% |
| Admin fee / account holder | $932 | $8,568-89.1% | $13,435-93.1% | $7,344-87.3% |