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 | $45,855 | $98,750-53.6% | $149,696-69.4% | $79,858-42.6% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.5pp |
| Annual return | 8.25% | 27.43%-19.2pp | 276.60%-268.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $1,171 | $3,216-63.6% | $4,644-74.8% | $2,471-52.6% |
| Participant deferral / active EE | $6,785 | $5,680+19.4% | $6,842-0.8% | $3,740+81.4% |
| Admin fee / account holder | $15,524 | $6,053+156.5% | $9,309+66.8% | $5,306+192.6% |