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 | $20,134 | $84,233-76.1% | $170,442-88.2% | $70,131-71.3% |
| Participation rate | 89.2% | 70.8%+18.4pp | 83.6%+5.6pp | 69.5%+19.6pp |
| Annual return | 11.78% | 23.06%-11.3pp | 205.93%-194.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $2,637 | $3,387-22.2% | $5,433-51.5% | $2,342+12.6% |
| Participant deferral / active EE | $3,665 | $3,086+18.8% | $4,939-25.8% | $3,332+10.0% |
| Admin fee / account holder | $5,439 | $5,698-4.5% | $13,880-60.8% | $4,645+17.1% |