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 | $24,206 | $72,012-66.4% | $185,823-87.0% | $79,858-69.7% |
| Participation rate | 80.8% | 65.8%+15.0pp | 78.0%+2.7pp | 69.6%+11.1pp |
| Annual return | 6.17% | 23.12%-17.0pp | 35.95%-29.8pp | 31.71%-25.5pp |
| Employer contribution / active EE | $2,593 | $1,965+32.0% | $4,087-36.6% | $2,471+5.0% |
| Participant deferral / active EE | $3,293 | $3,779-12.9% | $5,632-41.5% | $3,740-12.0% |
| Admin fee / account holder | $1,455 | $4,513-67.8% | $9,500-84.7% | $5,306-72.6% |