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 | $41,280 | $91,190-54.7% | $178,490-76.9% | $79,858-48.3% |
| Participation rate | 92.9% | 69.2%+23.7pp | 81.9%+10.9pp | 69.6%+23.2pp |
| Annual return | 9.94% | 24.19%-14.3pp | 151.07%-141.1pp | 31.71%-21.8pp |
| Employer contribution / active EE | $4,059 | $3,256+24.7% | $5,011-19.0% | $2,471+64.3% |
| Participant deferral / active EE | $3,735 | $3,236+15.4% | $5,202-28.2% | $3,740-0.1% |
| Admin fee / account holder | $1,463 | $6,751-78.3% | $13,984-89.5% | $5,306-72.4% |