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 | $41,697 | $84,233-50.5% | $170,442-75.5% | $70,131-40.5% |
| Participation rate | 89.1% | 70.8%+18.3pp | 83.6%+5.5pp | 69.5%+19.6pp |
| Annual return | 11.13% | 23.06%-11.9pp | 205.93%-194.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $2,681 | $3,387-20.9% | $5,433-50.7% | $2,342+14.4% |
| Participant deferral / active EE | $1,595 | $3,086-48.3% | $4,939-67.7% | $3,332-52.1% |
| Admin fee / account holder | $2,627 | $5,698-53.9% | $13,880-81.1% | $4,645-43.4% |