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 | $30,356 | $140,940-78.5% | $112,229-73.0% | $139,434-78.2% |
| Participation rate | 88.9% | 79.2%+9.7pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 2.68% | 32.71%-30.0pp | 30.20%-27.5pp | 372.94%-370.3pp |
| Employer contribution / active EE | $2,184 | $4,283-49.0% | $3,430-36.3% | $4,751-54.0% |
| Participant deferral / active EE | $2,010 | $5,874-65.8% | $4,798-58.1% | $6,710-70.0% |
| Admin fee / account holder | $833 | $9,954-91.6% | $7,748-89.3% | $11,403-92.7% |