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 | $39,932 | $77,899-48.7% | $149,673-73.3% | $75,163-46.9% |
| Participation rate | 75.0% | 65.6%+9.4pp | 78.8%-3.8pp | 67.2%+7.8pp |
| Annual return | 9.14% | 31.72%-22.6pp | 134.42%-125.3pp | 160.62%-151.5pp |
| Employer contribution / active EE | $2,613 | $3,137-16.7% | $4,818-45.8% | $2,670-2.1% |
| Participant deferral / active EE | $5,055 | $3,411+48.2% | $5,680-11.0% | $4,125+22.6% |
| Admin fee / account holder | $4,966 | $5,956-16.6% | $13,210-62.4% | $5,651-12.1% |