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 | $58,264 | $102,317-43.1% | $146,958-60.4% | $80,856-27.9% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.2%+13.2pp | 67.6%+27.8pp |
| Annual return | 11.51% | 134.76%-123.3pp | 418.34%-406.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,675 | $3,713-54.9% | $4,933-66.0% | $2,755-39.2% |
| Participant deferral / active EE | $5,288 | $6,644-20.4% | $8,070-34.5% | $4,296+23.1% |
| Admin fee / account holder | $15,614 | $7,941+96.6% | $12,998+20.1% | $6,918+125.7% |