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 | $36,891 | $135,952-72.9% | $123,892-70.2% | $273,961-86.5% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 3.03% | 56.63%-53.6pp | 47.52%-44.5pp | 41.45%-38.4pp |
| Employer contribution / active EE | $4,520 | $5,170-12.6% | $4,617-2.1% | $4,869-7.2% |
| Participant deferral / active EE | $7,896 | $6,343+24.5% | $5,984+32.0% | $5,287+49.3% |
| Admin fee / account holder | $14,632 | $9,817+49.0% | $8,357+75.1% | $10,132+44.4% |