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 | $38,249 | $111,754-65.8% | $103,333-63.0% | $145,922-73.8% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 7.27% | 24.77%-17.5pp | 24.88%-17.6pp | 561.29%-554.0pp |
| Employer contribution / active EE | $3,586 | $4,212-14.9% | $3,868-7.3% | $4,660-23.0% |
| Participant deferral / active EE | $8,022 | $5,619+42.8% | $5,057+58.6% | $6,688+20.0% |
| Admin fee / account holder | $17,170 | $9,750+76.1% | $8,355+105.5% | $13,397+28.2% |