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 | $31,183 | $127,065-75.5% | $113,168-72.4% | $142,382-78.1% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 3.14% | 24.03%-20.9pp | 24.27%-21.1pp | 217.08%-213.9pp |
| Employer contribution / active EE | $2,779 | $3,442-19.3% | $2,975-6.6% | $4,299-35.4% |
| Participant deferral / active EE | $3,785 | $5,716-33.8% | $5,107-25.9% | $6,507-41.8% |
| Admin fee / account holder | $9,754 | $15,736-38.0% | $12,068-19.2% | $12,624-22.7% |