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 | $41,047 | $81,208-49.5% | $98,907-58.5% | $79,858-48.6% |
| Participation rate | 89.3% | 72.5%+16.8pp | 76.0%+13.3pp | 69.6%+19.7pp |
| Annual return | 9.87% | 60.99%-51.1pp | 196.43%-186.6pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,361 | $1,960-30.5% | $2,689-49.4% | $2,471-44.9% |
| Participant deferral / active EE | $3,638 | $3,265+11.4% | $4,244-14.3% | $3,740-2.7% |
| Admin fee / account holder | $11,004 | $6,013+83.0% | $6,642+65.7% | $5,306+107.4% |