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 | $29,805 | $62,672-52.4% | $185,117-83.9% | $70,131-57.5% |
| Participation rate | 88.0% | 63.8%+24.2pp | 77.3%+10.7pp | 69.5%+18.5pp |
| Annual return | 12.23% | 40.79%-28.6pp | 40.50%-28.3pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,633 | $1,753-6.8% | $4,182-60.9% | $2,342-30.3% |
| Participant deferral / active EE | $2,982 | $3,272-8.9% | $5,045-40.9% | $3,332-10.5% |
| Admin fee / account holder | $802 | $3,932-79.6% | $8,159-90.2% | $4,645-82.7% |