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 | $49,193 | $93,571-47.4% | $135,903-63.8% | $75,163-34.6% |
| Participation rate | 73.8% | 75.2%-1.4pp | 81.9%-8.1pp | 67.2%+6.6pp |
| Annual return | 10.85% | 30.90%-20.0pp | 68.23%-57.4pp | 160.62%-149.8pp |
| Employer contribution / active EE | $828 | $3,537-76.6% | $4,856-83.0% | $2,670-69.0% |
| Participant deferral / active EE | $4,304 | $6,404-32.8% | $7,758-44.5% | $4,125+4.3% |
| Admin fee / account holder | $2,170 | $6,975-68.9% | $10,762-79.8% | $5,651-61.6% |