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 | $36,118 | $91,552-60.5% | $133,956-73.0% | $79,858-54.8% |
| Participation rate | 71.2% | 73.3%-2.1pp | 79.8%-8.6pp | 69.6%+1.6pp |
| Annual return | 6.39% | 61.85%-55.5pp | 45.09%-38.7pp | 31.71%-25.3pp |
| Employer contribution / active EE | $1,015 | $2,384-57.4% | $3,919-74.1% | $2,471-58.9% |
| Participant deferral / active EE | $2,972 | $3,733-20.4% | $5,048-41.1% | $3,740-20.5% |
| Admin fee / account holder | $5,900 | $6,321-6.7% | $8,927-33.9% | $5,306+11.2% |