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 | $44,587 | $63,346-29.6% | $92,233-51.7% | $70,131-36.4% |
| Participation rate | 74.2% | 68.7%+5.5pp | 76.5%-2.3pp | 69.5%+4.7pp |
| Annual return | 9.74% | 530.12%-520.4pp | 176.28%-166.5pp | 73.14%-63.4pp |
| Employer contribution / active EE | $1,466 | $2,471-40.7% | $3,679-60.1% | $2,342-37.4% |
| Participant deferral / active EE | $3,055 | $2,854+7.0% | $3,897-21.6% | $3,332-8.3% |
| Admin fee / account holder | $1,439 | $3,840-62.5% | $5,194-72.3% | $4,645-69.0% |