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 | $54,832 | $102,382-46.4% | $147,005-62.7% | $80,874-32.2% |
| Participation rate | 91.7% | 75.8%+15.8pp | 82.2%+9.5pp | 67.6%+24.0pp |
| Annual return | 10.10% | 134.89%-124.8pp | 418.76%-408.7pp | 35.62%-25.5pp |
| Employer contribution / active EE | $1,095 | $3,715-70.5% | $4,934-77.8% | $2,756-60.3% |
| Participant deferral / active EE | $2,909 | $6,646-56.2% | $8,070-64.0% | $4,297-32.3% |
| Admin fee / account holder | $2,975 | $7,942-62.5% | $13,006-77.1% | $6,935-57.1% |