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 | $30,829 | $89,355-65.5% | $141,162-78.2% | $72,985-57.8% |
| Participation rate | 74.4% | 75.1%-0.8pp | 82.5%-8.1pp | 69.5%+4.9pp |
| Annual return | 11.02% | 111.85%-100.8pp | 71.39%-60.4pp | 81.00%-70.0pp |
| Employer contribution / active EE | $2,881 | $3,114-7.5% | $4,735-39.2% | $2,440+18.1% |
| Participant deferral / active EE | $8,707 | $5,418+60.7% | $6,709+29.8% | $3,607+141.4% |
| Admin fee / account holder | $3,152 | $5,958-47.1% | $10,261-69.3% | $5,124-38.5% |