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 | $21,760 | $63,346-65.6% | $92,233-76.4% | $70,131-69.0% |
| Participation rate | 73.1% | 68.7%+4.4pp | 76.5%-3.4pp | 69.5%+3.5pp |
| Annual return | 12.26% | 530.12%-517.9pp | 176.28%-164.0pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,229 | $2,471-50.3% | $3,679-66.6% | $2,342-47.5% |
| Participant deferral / active EE | $1,754 | $2,854-38.5% | $3,897-55.0% | $3,332-47.4% |
| Admin fee / account holder | $3,234 | $3,840-15.8% | $5,194-37.7% | $4,645-30.4% |