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 | $34,487 | $106,890-67.7% | $84,015-59.0% | $152,861-77.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 6.76% | 104.99%-98.2pp | 71.31%-64.6pp | 345.32%-338.6pp |
| Employer contribution / active EE | $806 | $2,734-70.5% | $1,983-59.4% | $4,762-83.1% |
| Participant deferral / active EE | $2,975 | $4,011-25.8% | $3,239-8.1% | $5,850-49.1% |
| Admin fee / account holder | $9,577 | $8,285+15.6% | $6,101+57.0% | $11,596-17.4% |