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 | $34,168 | $73,933-53.8% | $96,683-64.7% | $75,163-54.5% |
| Participation rate | 84.1% | 66.4%+17.7pp | 74.3%+9.7pp | 67.2%+16.9pp |
| Annual return | 12.53% | 26.70%-14.2pp | 35.69%-23.2pp | 160.62%-148.1pp |
| Employer contribution / active EE | $909 | $2,928-68.9% | $3,737-75.7% | $2,670-65.9% |
| Participant deferral / active EE | $1,859 | $3,659-49.2% | $4,878-61.9% | $4,125-54.9% |
| Admin fee / account holder | $3,127 | $5,216-40.0% | $6,730-53.5% | $5,651-44.7% |