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 | $45,419 | $77,899-41.7% | $149,673-69.7% | $75,163-39.6% |
| Participation rate | 82.5% | 65.6%+16.9pp | 78.8%+3.7pp | 67.2%+15.3pp |
| Annual return | 12.77% | 31.72%-18.9pp | 134.42%-121.6pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,209 | $3,137-61.5% | $4,818-74.9% | $2,670-54.7% |
| Participant deferral / active EE | $2,386 | $3,411-30.1% | $5,680-58.0% | $4,125-42.2% |
| Admin fee / account holder | $14,258 | $5,956+139.4% | $13,210+7.9% | $5,651+152.3% |