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 | $49,011 | $77,314-36.6% | $177,989-72.5% | $80,856-39.4% |
| Participation rate | 76.9% | 65.7%+11.2pp | 77.1%-0.2pp | 67.6%+9.3pp |
| Annual return | 9.82% | 18.09%-8.3pp | 294.48%-284.7pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,229 | $2,292-2.8% | $3,949-43.6% | $2,755-19.1% |
| Participant deferral / active EE | $2,064 | $4,411-53.2% | $6,276-67.1% | $4,296-52.0% |
| Admin fee / account holder | $25,088 | $7,191+248.9% | $10,363+142.1% | $6,918+262.6% |