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 | $28,721 | $109,881-73.9% | $150,045-80.9% | $84,808-66.1% |
| Participation rate | 75.4% | 76.1%-0.7pp | 82.3%-6.9pp | 68.3%+7.1pp |
| Annual return | 11.12% | 28.25%-17.1pp | 62.55%-51.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $792 | $3,561-77.8% | $4,693-83.1% | $2,631-69.9% |
| Participant deferral / active EE | $2,607 | $6,636-60.7% | $7,997-67.4% | $4,212-38.1% |
| Admin fee / account holder | $1,773 | $8,568-79.3% | $13,435-86.8% | $7,344-75.9% |