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 | $36,707 | $80,968-54.7% | $96,544-62.0% | $75,163-51.2% |
| Participation rate | 71.2% | 71.8%-0.6pp | 76.0%-4.8pp | 67.2%+4.0pp |
| Annual return | 12.66% | 27.06%-14.4pp | 25.84%-13.2pp | 160.62%-148.0pp |
| Employer contribution / active EE | $826 | $2,282-63.8% | $2,965-72.1% | $2,670-69.1% |
| Participant deferral / active EE | $3,304 | $3,928-15.9% | $4,851-31.9% | $4,125-19.9% |
| Admin fee / account holder | $4,334 | $6,724-35.5% | $8,252-47.5% | $5,651-23.3% |