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 | $40,950 | $107,334-61.8% | $92,893-55.9% | $152,861-73.2% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 2.65% | 145.58%-142.9pp | 109.41%-106.8pp | 345.32%-342.7pp |
| Employer contribution / active EE | $1,469 | $4,221-65.2% | $3,653-59.8% | $4,762-69.1% |
| Participant deferral / active EE | $3,762 | $4,845-22.3% | $4,236-11.2% | $5,850-35.7% |
| Admin fee / account holder | $13,582 | $7,079+91.9% | $5,794+134.4% | $11,596+17.1% |