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 | $39,029 | $91,190-57.2% | $178,490-78.1% | $79,858-51.1% |
| Participation rate | 73.1% | 69.2%+3.9pp | 81.9%-8.8pp | 69.6%+3.5pp |
| Annual return | 3.08% | 24.19%-21.1pp | 151.07%-148.0pp | 31.71%-28.6pp |
| Employer contribution / active EE | $1,505 | $3,256-53.8% | $5,011-70.0% | $2,471-39.1% |
| Participant deferral / active EE | $1,957 | $3,236-39.5% | $5,202-62.4% | $3,740-47.7% |
| Admin fee / account holder | $19,872 | $6,751+194.4% | $13,984+42.1% | $5,306+274.5% |