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 | $29,996 | $91,190-67.1% | $178,490-83.2% | $79,858-62.4% |
| Participation rate | 88.5% | 69.2%+19.3pp | 81.9%+6.6pp | 69.6%+18.9pp |
| Annual return | 6.91% | 24.19%-17.3pp | 151.07%-144.2pp | 31.71%-24.8pp |
| Employer contribution / active EE | $3,656 | $3,256+12.3% | $5,011-27.0% | $2,471+48.0% |
| Participant deferral / active EE | $1,836 | $3,236-43.3% | $5,202-64.7% | $3,740-50.9% |
| Admin fee / account holder | $3,114 | $6,751-53.9% | $13,984-77.7% | $5,306-41.3% |