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 | $33,178 | $115,770-71.3% | $101,248-67.2% | $158,922-79.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 4.06% | 56.14%-52.1pp | 46.47%-42.4pp | 302.83%-298.8pp |
| Employer contribution / active EE | $1,573 | $4,175-62.3% | $3,660-57.0% | $4,761-67.0% |
| Participant deferral / active EE | $2,166 | $4,957-56.3% | $4,370-50.4% | $5,982-63.8% |
| Admin fee / account holder | $9,143 | $7,245+26.2% | $5,945+53.8% | $11,246-18.7% |