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 | $54,433 | $85,766-36.5% | $136,294-60.1% | $70,131-22.4% |
| Participation rate | 71.4% | 74.2%-2.7pp | 81.9%-10.5pp | 69.5%+1.9pp |
| Annual return | 12.90% | 31.45%-18.6pp | 5155.94%-5143.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,033 | $2,966-65.2% | $4,695-78.0% | $2,342-55.9% |
| Participant deferral / active EE | $4,715 | $5,051-6.7% | $6,247-24.5% | $3,332+41.5% |
| Admin fee / account holder | $2,999 | $5,420-44.7% | $9,243-67.6% | $4,645-35.4% |