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 | $32,258 | $93,571-65.5% | $135,903-76.3% | $75,163-57.1% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 14.60% | 30.90%-16.3pp | 68.23%-53.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $970 | $3,537-72.6% | $4,856-80.0% | $2,670-63.7% |
| Participant deferral / active EE | $2,987 | $6,404-53.4% | $7,758-61.5% | $4,125-27.6% |
| Admin fee / account holder | $1,233 | $6,975-82.3% | $10,762-88.5% | $5,651-78.2% |