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 | $35,662 | $103,966-65.7% | $112,887-68.4% | $75,163-52.6% |
| Participation rate | 80.4% | 75.7%+4.7pp | 80.5%-0.1pp | 67.2%+13.2pp |
| Annual return | 2.98% | 24.54%-21.6pp | 34.10%-31.1pp | 160.62%-157.6pp |
| Employer contribution / active EE | $1,605 | $3,870-58.5% | $4,563-64.8% | $2,670-39.9% |
| Participant deferral / active EE | $2,397 | $5,456-56.1% | $6,513-63.2% | $4,125-41.9% |
| Admin fee / account holder | $2,990 | $7,663-61.0% | $7,047-57.6% | $5,651-47.1% |