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 | $35,858 | $69,515-48.4% | $86,874-58.7% | $85,850-58.2% |
| Participation rate | 72.1% | 66.3%+5.8pp | 71.6%+0.5pp | 69.3%+2.8pp |
| Annual return | 11.04% | 20.12%-9.1pp | 63.52%-52.5pp | 318.53%-307.5pp |
| Employer contribution / active EE | $949 | $1,880-49.5% | $2,495-62.0% | $2,565-63.0% |
| Participant deferral / active EE | $1,182 | $2,919-59.5% | $3,699-68.0% | $3,952-70.1% |
| Admin fee / account holder | $4,727 | $5,972-20.8% | $5,828-18.9% | $6,260-24.5% |