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 | $50,987 | $85,766-40.6% | $136,294-62.6% | $70,131-27.3% |
| Participation rate | 77.3% | 74.2%+3.1pp | 81.9%-4.6pp | 69.5%+7.7pp |
| Annual return | 12.54% | 31.45%-18.9pp | 5155.94%-5143.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $551 | $2,966-81.4% | $4,695-88.3% | $2,342-76.5% |
| Participant deferral / active EE | $4,549 | $5,051-9.9% | $6,247-27.2% | $3,332+36.5% |
| Admin fee / account holder | $9,925 | $5,420+83.1% | $9,243+7.4% | $4,645+113.6% |