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 | $45,496 | $107,334-57.6% | $92,893-51.0% | $152,861-70.2% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.4%+12.6pp |
| Annual return | 4.45% | 145.58%-141.1pp | 109.41%-105.0pp | 345.32%-340.9pp |
| Employer contribution / active EE | $1,412 | $4,221-66.6% | $3,653-61.3% | $4,762-70.4% |
| Participant deferral / active EE | $2,414 | $4,845-50.2% | $4,236-43.0% | $5,850-58.7% |
| Admin fee / account holder | $2,266 | $7,079-68.0% | $5,794-60.9% | $11,596-80.5% |