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 8-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 | $40,644 | $98,750-58.8% | $149,696-72.8% | $79,858-49.1% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 9.93% | 27.43%-17.5pp | 276.60%-266.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $713 | $3,216-77.8% | $4,644-84.6% | $2,471-71.1% |
| Participant deferral / active EE | $4,126 | $5,680-27.4% | $6,842-39.7% | $3,740+10.3% |
| Admin fee / account holder | $706 | $6,053-88.3% | $9,309-92.4% | $5,306-86.7% |