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 | $30,185 | $165,335-81.7% | $149,696-79.8% | $158,922-81.0% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 7.60% | 348.15%-340.5pp | 276.60%-269.0pp | 302.83%-295.2pp |
| Employer contribution / active EE | $1,302 | $5,103-74.5% | $4,644-72.0% | $4,761-72.7% |
| Participant deferral / active EE | $2,685 | $7,181-62.6% | $6,842-60.8% | $5,982-55.1% |
| Admin fee / account holder | $12,152 | $10,807+12.5% | $9,309+30.5% | $11,246+8.1% |