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 9-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 | $30,690 | $93,571-67.2% | $135,903-77.4% | $75,163-59.2% |
| Participation rate | 70.4% | 75.2%-4.8pp | 81.9%-11.5pp | 67.2%+3.2pp |
| Annual return | 14.90% | 30.90%-16.0pp | 68.23%-53.3pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,335 | $3,537-62.3% | $4,856-72.5% | $2,670-50.0% |
| Participant deferral / active EE | $3,605 | $6,404-43.7% | $7,758-53.5% | $4,125-12.6% |
| Admin fee / account holder | $1,086 | $6,975-84.4% | $10,762-89.9% | $5,651-80.8% |