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 | $32,120 | $183,519-82.5% | $155,509-79.3% | $145,922-78.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 2.29% | 61.17%-58.9pp | 64.67%-62.4pp | 561.29%-559.0pp |
| Employer contribution / active EE | $6,164 | $5,313+16.0% | $4,672+31.9% | $4,660+32.3% |
| Participant deferral / active EE | $6,372 | $6,462-1.4% | $5,626+13.3% | $6,688-4.7% |
| Admin fee / account holder | $5,997 | $19,313-69.0% | $15,912-62.3% | $13,397-55.2% |