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 | $51,970 | $98,750-47.4% | $149,696-65.3% | $79,858-34.9% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.6%+18.8pp |
| Annual return | 9.21% | 27.43%-18.2pp | 276.60%-267.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,312 | $3,216-59.2% | $4,644-71.7% | $2,471-46.9% |
| Participant deferral / active EE | $5,264 | $5,680-7.3% | $6,842-23.1% | $3,740+40.7% |
| Admin fee / account holder | $3,293 | $6,053-45.6% | $9,309-64.6% | $5,306-37.9% |