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 | $28,618 | $77,899-63.3% | $149,673-80.9% | $75,163-61.9% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 11.86% | 31.72%-19.9pp | 134.42%-122.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $2,081 | $3,137-33.7% | $4,818-56.8% | $2,670-22.0% |
| Participant deferral / active EE | $4,266 | $3,411+25.1% | $5,680-24.9% | $4,125+3.4% |
| Admin fee / account holder | $2,414 | $5,956-59.5% | $13,210-81.7% | $5,651-57.3% |