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 | $58,448 | $102,317-42.9% | $146,958-60.2% | $80,856-27.7% |
| Participation rate | 76.7% | 75.8%+0.8pp | 82.2%-5.5pp | 67.6%+9.0pp |
| Annual return | 11.50% | 134.76%-123.3pp | 418.34%-406.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,272 | $3,713-38.8% | $4,933-53.9% | $2,755-17.5% |
| Participant deferral / active EE | $5,026 | $6,644-24.3% | $8,070-37.7% | $4,296+17.0% |
| Admin fee / account holder | $4,012 | $7,941-49.5% | $12,998-69.1% | $6,918-42.0% |