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 | $25,304 | $93,571-73.0% | $135,903-81.4% | $75,163-66.3% |
| Participation rate | 90.2% | 75.2%+15.0pp | 81.9%+8.3pp | 67.2%+23.0pp |
| Annual return | 13.83% | 30.90%-17.1pp | 68.23%-54.4pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,105 | $3,537-40.5% | $4,856-56.6% | $2,670-21.1% |
| Participant deferral / active EE | $4,159 | $6,404-35.1% | $7,758-46.4% | $4,125+0.8% |
| Admin fee / account holder | $2,138 | $6,975-69.3% | $10,762-80.1% | $5,651-62.2% |