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 | $36,680 | $108,825-66.3% | $156,181-76.5% | $82,448-55.5% |
| Participation rate | 80.8% | 72.4%+8.4pp | 78.8%+1.9pp | 68.1%+12.7pp |
| Annual return | 9.93% | 20.59%-10.7pp | 64.87%-54.9pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,402 | $2,870-51.2% | $4,294-67.4% | $2,551-45.1% |
| Participant deferral / active EE | $2,431 | $4,577-46.9% | $6,132-60.4% | $4,139-41.3% |
| Admin fee / account holder | $6,152 | $9,341-34.1% | $14,586-57.8% | $7,234-15.0% |