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 | $38,582 | $98,750-60.9% | $149,696-74.2% | $79,858-51.7% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.6%+11.1pp |
| Annual return | 11.71% | 27.43%-15.7pp | 276.60%-264.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,575 | $3,216-51.0% | $4,644-66.1% | $2,471-36.2% |
| Participant deferral / active EE | $4,178 | $5,680-26.4% | $6,842-38.9% | $3,740+11.7% |
| Admin fee / account holder | $9,776 | $6,053+61.5% | $9,309+5.0% | $5,306+84.2% |