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 | $52,759 | $102,317-48.4% | $146,958-64.1% | $80,856-34.7% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.2%+8.8pp | 67.6%+23.3pp |
| Annual return | 11.21% | 134.76%-123.5pp | 418.34%-407.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,668 | $3,713-28.1% | $4,933-45.9% | $2,755-3.1% |
| Participant deferral / active EE | $4,046 | $6,644-39.1% | $8,070-49.9% | $4,296-5.8% |
| Admin fee / account holder | $3,676 | $7,941-53.7% | $12,998-71.7% | $6,918-46.9% |