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 | $26,534 | $93,571-71.6% | $135,903-80.5% | $75,163-64.7% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 13.15% | 30.90%-17.8pp | 68.23%-55.1pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,448 | $3,537-59.1% | $4,856-70.2% | $2,670-45.8% |
| Participant deferral / active EE | $3,573 | $6,404-44.2% | $7,758-53.9% | $4,125-13.4% |
| Admin fee / account holder | $810 | $6,975-88.4% | $10,762-92.5% | $5,651-85.7% |