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 | $32,054 | $185,822-82.8% | $169,993-81.1% | $139,434-77.0% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 6.99% | 60.50%-53.5pp | 53.37%-46.4pp | 372.94%-365.9pp |
| Employer contribution / active EE | $2,944 | $7,590-61.2% | $6,785-56.6% | $4,751-38.0% |
| Participant deferral / active EE | $3,616 | $11,622-68.9% | $10,408-65.3% | $6,710-46.1% |
| Admin fee / account holder | $1,165 | $15,381-92.4% | $12,815-90.9% | $11,403-89.8% |