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 | $40,986 | $76,000-46.1% | $154,107-73.4% | $64,186-36.1% |
| Participation rate | 90.0% | 70.4%+19.6pp | 83.0%+7.0pp | 69.6%+20.4pp |
| Annual return | -8.94% | 30.32%-39.3pp | 735.12%-744.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $507 | $3,351-84.9% | $5,298-90.4% | $2,381-78.7% |
| Participant deferral / active EE | $5,565 | $3,175+75.3% | $5,081+9.5% | $3,470+60.4% |
| Admin fee / account holder | $3,489 | $5,596-37.7% | $13,411-74.0% | $4,888-28.6% |