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 | $32,746 | $84,233-61.1% | $170,442-80.8% | $70,131-53.3% |
| Participation rate | 95.5% | 70.8%+24.6pp | 83.6%+11.9pp | 69.5%+25.9pp |
| Annual return | 7.58% | 23.06%-15.5pp | 205.93%-198.4pp | 73.14%-65.6pp |
| Employer contribution / active EE | $1,373 | $3,387-59.5% | $5,433-74.7% | $2,342-41.4% |
| Participant deferral / active EE | $1,694 | $3,086-45.1% | $4,939-65.7% | $3,332-49.2% |
| Admin fee / account holder | $2,469 | $5,698-56.7% | $13,880-82.2% | $4,645-46.9% |