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 | $37,220 | $73,933-49.7% | $96,683-61.5% | $75,163-50.5% |
| Participation rate | 88.6% | 66.4%+22.1pp | 74.3%+14.2pp | 67.2%+21.4pp |
| Annual return | 12.78% | 26.70%-13.9pp | 35.69%-22.9pp | 160.62%-147.8pp |
| Employer contribution / active EE | $2,559 | $2,928-12.6% | $3,737-31.5% | $2,670-4.2% |
| Participant deferral / active EE | $5,528 | $3,659+51.1% | $4,878+13.3% | $4,125+34.0% |
| Admin fee / account holder | $7,952 | $5,216+52.4% | $6,730+18.2% | $5,651+40.7% |