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 | $48,756 | $109,881-55.6% | $150,045-67.5% | $84,808-42.5% |
| Participation rate | 76.4% | 76.1%+0.3pp | 82.3%-6.0pp | 68.3%+8.1pp |
| Annual return | 13.11% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,977 | $6,636-55.1% | $7,997-62.8% | $4,212-29.3% |
| Admin fee / account holder | $2,178 | $8,568-74.6% | $13,435-83.8% | $7,344-70.3% |