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 | $39,916 | $53,516-25.4% | $126,539-68.5% | $84,808-52.9% |
| Participation rate | 96.8% | 58.2%+38.5pp | 69.8%+27.0pp | 68.3%+28.5pp |
| Annual return | 4.14% | 58.34%-54.2pp | 425.95%-421.8pp | 40.90%-36.8pp |
| Employer contribution / active EE | $1,148 | $1,535-25.2% | $3,674-68.8% | $2,631-56.4% |
| Participant deferral / active EE | $2,700 | $2,671+1.1% | $4,083-33.9% | $4,212-35.9% |
| Admin fee / account holder | $1,568 | $4,497-65.1% | $6,065-74.1% | $7,344-78.6% |