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 | $34,649 | $93,571-63.0% | $135,903-74.5% | $75,163-53.9% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 13.27% | 30.90%-17.6pp | 68.23%-55.0pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,144 | $3,537-67.6% | $4,856-76.4% | $2,670-57.1% |
| Participant deferral / active EE | $8,219 | $6,404+28.3% | $7,758+5.9% | $4,125+99.2% |
| Admin fee / account holder | $41,900 | $6,975+500.7% | $10,762+289.3% | $5,651+641.5% |