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 | $24,321 | $117,983-79.4% | $101,794-76.1% | $142,382-82.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 9.95% | 36.92%-27.0pp | 30.53%-20.6pp | 217.08%-207.1pp |
| Employer contribution / active EE | $5,169 | $2,773+86.4% | $2,289+125.8% | $4,299+20.2% |
| Participant deferral / active EE | $9,632 | $4,714+104.3% | $4,084+135.8% | $6,507+48.0% |
| Admin fee / account holder | $15,919 | $10,433+52.6% | $8,777+81.4% | $12,624+26.1% |