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 | $33,385 | $58,208-42.6% | $81,812-59.2% | $80,856-58.7% |
| Participation rate | 70.5% | 63.4%+7.0pp | 72.3%-1.9pp | 67.6%+2.8pp |
| Annual return | 10.37% | 41.66%-31.3pp | 773.79%-763.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $990 | $2,340-57.7% | $2,912-66.0% | $2,755-64.1% |
| Participant deferral / active EE | $1,348 | $3,281-58.9% | $4,319-68.8% | $4,296-68.6% |
| Admin fee / account holder | $3,504 | $4,981-29.7% | $7,386-52.6% | $6,918-49.3% |