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 | $47,791 | $87,841-45.6% | $133,980-64.3% | $62,891-24.0% |
| Participation rate | 76.7% | 83.4%-6.6pp | 87.1%-10.3pp | 69.3%+7.4pp |
| Annual return | 3.86% | 12.05%-8.2pp | 29.30%-25.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,166 | $3,483-66.5% | $5,211-77.6% | $2,281-48.9% |
| Participant deferral / active EE | $2,676 | $4,812-44.4% | $6,282-57.4% | $3,203-16.4% |
| Admin fee / account holder | $8,326 | $5,371+55.0% | $9,324-10.7% | $4,296+93.8% |