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 | $30,723 | $116,175-73.6% | $93,606-67.2% | $152,861-79.9% |
| Participation rate | 93.3% | 78.0%+15.3pp | 75.8%+17.5pp | 82.4%+10.9pp |
| Annual return | 5.10% | 35.96%-30.9pp | 32.76%-27.7pp | 345.32%-340.2pp |
| Employer contribution / active EE | $1,458 | $3,218-54.7% | $2,718-46.3% | $4,762-69.4% |
| Participant deferral / active EE | $6,407 | $4,603+39.2% | $4,069+57.5% | $5,850+9.5% |
| Admin fee / account holder | $8,726 | $10,748-18.8% | $7,888+10.6% | $11,596-24.8% |