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 | $42,906 | $85,202-49.6% | $172,739-75.2% | $72,985-41.2% |
| Participation rate | 77.4% | 70.1%+7.4pp | 82.6%-5.2pp | 69.5%+7.9pp |
| Annual return | 13.99% | 27.32%-13.3pp | 802.84%-788.8pp | 81.00%-67.0pp |
| Employer contribution / active EE | $2,880 | $3,324-13.4% | $5,143-44.0% | $2,440+18.0% |
| Participant deferral / active EE | $2,885 | $3,260-11.5% | $5,198-44.5% | $3,607-20.0% |
| Admin fee / account holder | $3,366 | $5,884-42.8% | $13,954-75.9% | $5,124-34.3% |