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 | $37,374 | $98,750-62.2% | $149,696-75.0% | $79,858-53.2% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.5%+1.7pp | 69.6%+14.6pp |
| Annual return | 11.55% | 27.43%-15.9pp | 276.60%-265.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $2,859 | $3,216-11.1% | $4,644-38.4% | $2,471+15.7% |
| Participant deferral / active EE | $5,411 | $5,680-4.7% | $6,842-20.9% | $3,740+44.7% |
| Admin fee / account holder | $14,393 | $6,053+137.8% | $9,309+54.6% | $5,306+171.2% |