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 | $38,107 | $73,933-48.5% | $96,683-60.6% | $75,163-49.3% |
| Participation rate | 73.1% | 66.4%+6.7pp | 74.3%-1.3pp | 67.2%+5.9pp |
| Annual return | 9.70% | 26.70%-17.0pp | 35.69%-26.0pp | 160.62%-150.9pp |
| Employer contribution / active EE | $2,331 | $2,928-20.4% | $3,737-37.6% | $2,670-12.7% |
| Participant deferral / active EE | $4,687 | $3,659+28.1% | $4,878-3.9% | $4,125+13.6% |
| Admin fee / account holder | $13,067 | $5,216+150.5% | $6,730+94.2% | $5,651+131.2% |