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 | $29,105 | $109,881-73.5% | $150,045-80.6% | $84,808-65.7% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 13.15% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,611 | $3,561-26.7% | $4,693-44.4% | $2,631-0.8% |
| Participant deferral / active EE | $5,859 | $6,636-11.7% | $7,997-26.7% | $4,212+39.1% |
| Admin fee / account holder | $1,928 | $8,568-77.5% | $13,435-85.6% | $7,344-73.7% |