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 | $29,083 | $62,672-53.6% | $185,117-84.3% | $70,131-58.5% |
| Participation rate | 91.1% | 63.8%+27.3pp | 77.3%+13.8pp | 69.5%+21.5pp |
| Annual return | 12.69% | 40.79%-28.1pp | 40.50%-27.8pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,786 | $1,753+1.9% | $4,182-57.3% | $2,342-23.8% |
| Participant deferral / active EE | $1,115 | $3,272-65.9% | $5,045-77.9% | $3,332-66.5% |
| Admin fee / account holder | $440 | $3,932-88.8% | $8,159-94.6% | $4,645-90.5% |