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 | $66,392 | $100,041-33.6% | $149,718-55.7% | $70,131-5.3% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.1%+9.4pp | 69.5%+26.9pp |
| Annual return | 10.84% | 27.43%-16.6pp | 1501.63%-1490.8pp | 73.14%-62.3pp |
| Employer contribution / active EE | $1,824 | $3,662-50.2% | $5,445-66.5% | $2,342-22.2% |
| Participant deferral / active EE | $3,463 | $4,983-30.5% | $6,569-47.3% | $3,332+3.9% |
| Admin fee / account holder | $5,410 | $8,286-34.7% | $11,283-52.1% | $4,645+16.5% |