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 | $32,103 | $109,881-70.8% | $150,045-78.6% | $84,808-62.1% |
| Participation rate | 77.1% | 76.1%+1.1pp | 82.3%-5.2pp | 68.3%+8.8pp |
| Annual return | 8.69% | 28.25%-19.6pp | 62.55%-53.9pp | 40.90%-32.2pp |
| Employer contribution / active EE | $2,542 | $3,561-28.6% | $4,693-45.8% | $2,631-3.4% |
| Participant deferral / active EE | $4,502 | $6,636-32.2% | $7,997-43.7% | $4,212+6.9% |
| Admin fee / account holder | $9,162 | $8,568+6.9% | $13,435-31.8% | $7,344+24.8% |