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 | $46,882 | $105,181-55.4% | $159,436-70.6% | $85,850-45.4% |
| Participation rate | 82.6% | 75.8%+6.8pp | 82.8%-0.2pp | 69.3%+13.3pp |
| Annual return | 12.21% | 45.07%-32.9pp | 263.57%-251.4pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,252 | $3,318-62.3% | $4,829-74.1% | $2,565-51.2% |
| Participant deferral / active EE | $5,047 | $5,945-15.1% | $7,352-31.4% | $3,952+27.7% |
| Admin fee / account holder | $21,634 | $6,933+212.0% | $10,799+100.3% | $6,260+245.6% |