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 | $43,824 | $95,453-54.1% | $112,040-60.9% | $82,448-46.8% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.5%+0.4pp | 68.1%+8.9pp |
| Annual return | 11.17% | 23.92%-12.8pp | 24.52%-13.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $4,105 | $2,318+77.1% | $2,954+39.0% | $2,551+60.9% |
| Participant deferral / active EE | $3,282 | $4,224-22.3% | $5,098-35.6% | $4,139-20.7% |
| Admin fee / account holder | $970 | $9,013-89.2% | $12,098-92.0% | $7,234-86.6% |