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 | $29,239 | $63,346-53.8% | $92,233-68.3% | $70,131-58.3% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 8.80% | 530.12%-521.3pp | 176.28%-167.5pp | 73.14%-64.3pp |
| Employer contribution / active EE | $1,950 | $2,471-21.1% | $3,679-47.0% | $2,342-16.7% |
| Participant deferral / active EE | $2,205 | $2,854-22.7% | $3,897-43.4% | $3,332-33.8% |
| Admin fee / account holder | $962 | $3,840-75.0% | $5,194-81.5% | $4,645-79.3% |