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 | $34,496 | $127,065-72.9% | $113,168-69.5% | $142,382-75.8% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 7.93% | 24.03%-16.1pp | 24.27%-16.3pp | 217.08%-209.1pp |
| Employer contribution / active EE | $1,812 | $3,442-47.4% | $2,975-39.1% | $4,299-57.8% |
| Participant deferral / active EE | $3,245 | $5,716-43.2% | $5,107-36.5% | $6,507-50.1% |
| Admin fee / account holder | $8,738 | $15,736-44.5% | $12,068-27.6% | $12,624-30.8% |