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 | $35,048 | $81,248-56.9% | $155,509-77.5% | $80,856-56.7% |
| Participation rate | 74.3% | 66.2%+8.1pp | 78.2%-3.9pp | 67.6%+6.6pp |
| Annual return | 10.26% | 33.31%-23.0pp | 64.67%-54.4pp | 35.59%-25.3pp |
| Employer contribution / active EE | $4,905 | $3,100+58.2% | $4,672+5.0% | $2,755+78.1% |
| Participant deferral / active EE | $1,718 | $3,452-50.2% | $5,626-69.5% | $4,296-60.0% |
| Admin fee / account holder | $10,216 | $7,997+27.7% | $15,912-35.8% | $6,918+47.7% |