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 | $30,063 | $127,777-76.5% | $106,548-71.8% | $167,490-82.1% |
| Participation rate | 72.7% | 78.3%-5.5pp | 76.1%-3.4pp | 82.1%-9.4pp |
| Annual return | 7.67% | 33.87%-26.2pp | 26.80%-19.1pp | 478.56%-470.9pp |
| Employer contribution / active EE | $2,219 | $3,427-35.2% | $2,819-21.3% | $4,837-54.1% |
| Participant deferral / active EE | $4,376 | $5,087-14.0% | $4,398-0.5% | $6,341-31.0% |
| Admin fee / account holder | $13,755 | $11,228+22.5% | $7,407+85.7% | $12,309+11.7% |