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 | $32,657 | $185,822-82.4% | $169,993-80.8% | $139,434-76.6% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 7.06% | 60.50%-53.4pp | 53.37%-46.3pp | 372.94%-365.9pp |
| Employer contribution / active EE | $1,564 | $7,590-79.4% | $6,785-76.9% | $4,751-67.1% |
| Participant deferral / active EE | $3,210 | $11,622-72.4% | $10,408-69.2% | $6,710-52.2% |
| Admin fee / account holder | $7,936 | $15,381-48.4% | $12,815-38.1% | $11,403-30.4% |