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 | $42,902 | $77,899-44.9% | $149,673-71.3% | $75,163-42.9% |
| Participation rate | 89.2% | 65.6%+23.6pp | 78.8%+10.4pp | 67.2%+22.0pp |
| Annual return | 9.34% | 31.72%-22.4pp | 134.42%-125.1pp | 160.62%-151.3pp |
| Employer contribution / active EE | $1,853 | $3,137-40.9% | $4,818-61.5% | $2,670-30.6% |
| Participant deferral / active EE | $1,716 | $3,411-49.7% | $5,680-69.8% | $4,125-58.4% |
| Admin fee / account holder | $28,400 | $5,956+376.8% | $13,210+115.0% | $5,651+402.6% |