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 | $51,213 | $85,766-40.3% | $136,294-62.4% | $70,131-27.0% |
| Participation rate | 76.5% | 74.2%+2.3pp | 81.9%-5.5pp | 69.5%+6.9pp |
| Annual return | 10.28% | 31.45%-21.2pp | 5155.94%-5145.7pp | 73.14%-62.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,451 | $5,051+7.9% | $6,247-12.7% | $3,332+63.6% |
| Admin fee / account holder | $1,287 | $5,420-76.3% | $9,243-86.1% | $4,645-72.3% |