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 | $52,058 | $91,190-42.9% | $178,490-70.8% | $79,858-34.8% |
| Participation rate | 84.4% | 69.2%+15.2pp | 81.9%+2.5pp | 69.6%+14.7pp |
| Annual return | 6.46% | 24.19%-17.7pp | 151.07%-144.6pp | 31.71%-25.3pp |
| Employer contribution / active EE | $1,104 | $3,256-66.1% | $5,011-78.0% | $2,471-55.3% |
| Participant deferral / active EE | $3,768 | $3,236+16.4% | $5,202-27.6% | $3,740+0.7% |
| Admin fee / account holder | $13,574 | $6,751+101.1% | $13,984-2.9% | $5,306+155.8% |