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 | $31,377 | $106,749-70.6% | $145,433-78.4% | $82,448-61.9% |
| Participation rate | 89.3% | 75.6%+13.6pp | 82.1%+7.2pp | 68.1%+21.2pp |
| Annual return | 13.16% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $742 | $3,444-78.5% | $4,554-83.7% | $2,551-70.9% |
| Participant deferral / active EE | $3,290 | $6,519-49.5% | $7,897-58.3% | $4,139-20.5% |
| Admin fee / account holder | $6,090 | $8,390-27.4% | $13,129-53.6% | $7,234-15.8% |