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 | $40,921 | $125,758-67.5% | $169,993-75.9% | $75,163-45.6% |
| Participation rate | 74.2% | 83.6%-9.4pp | 87.0%-12.8pp | 67.2%+7.0pp |
| Annual return | 9.62% | 27.20%-17.6pp | 53.37%-43.8pp | 160.62%-151.0pp |
| Employer contribution / active EE | $1,955 | $4,615-57.6% | $6,785-71.2% | $2,670-26.8% |
| Participant deferral / active EE | $3,685 | $6,837-46.1% | $10,408-64.6% | $4,125-10.7% |
| Admin fee / account holder | $2,786 | $8,173-65.9% | $12,815-78.3% | $5,651-50.7% |