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 | $38,366 | $73,933-48.1% | $96,683-60.3% | $75,163-49.0% |
| Participation rate | 85.2% | 66.4%+18.8pp | 74.3%+10.8pp | 67.2%+18.0pp |
| Annual return | 12.45% | 26.70%-14.3pp | 35.69%-23.2pp | 160.62%-148.2pp |
| Employer contribution / active EE | $3,704 | $2,928+26.5% | $3,737-0.9% | $2,670+38.7% |
| Participant deferral / active EE | $3,197 | $3,659-12.6% | $4,878-34.5% | $4,125-22.5% |
| Admin fee / account holder | $2,101 | $5,216-59.7% | $6,730-68.8% | $5,651-62.8% |