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 | $32,300 | $105,181-69.3% | $159,436-79.7% | $85,850-62.4% |
| Participation rate | 86.0% | 75.8%+10.2pp | 82.8%+3.1pp | 69.3%+16.7pp |
| Annual return | 11.51% | 45.07%-33.6pp | 263.57%-252.1pp | 318.53%-307.0pp |
| Employer contribution / active EE | $971 | $3,318-70.7% | $4,829-79.9% | $2,565-62.1% |
| Participant deferral / active EE | $3,130 | $5,945-47.3% | $7,352-57.4% | $3,952-20.8% |
| Admin fee / account holder | $652 | $6,933-90.6% | $10,799-94.0% | $6,260-89.6% |