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 | $32,981 | $93,571-64.8% | $135,903-75.7% | $75,163-56.1% |
| Participation rate | 86.7% | 75.2%+11.5pp | 81.9%+4.8pp | 67.2%+19.5pp |
| Annual return | 14.99% | 30.90%-15.9pp | 68.23%-53.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,577 | $3,537-55.4% | $4,856-67.5% | $2,670-40.9% |
| Participant deferral / active EE | $6,262 | $6,404-2.2% | $7,758-19.3% | $4,125+51.8% |
| Admin fee / account holder | $2,890 | $6,975-58.6% | $10,762-73.1% | $5,651-48.9% |