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 | $32,543 | $77,899-58.2% | $149,673-78.3% | $75,163-56.7% |
| Participation rate | 97.7% | 65.6%+32.1pp | 78.8%+19.0pp | 67.2%+30.5pp |
| Annual return | 11.75% | 31.72%-20.0pp | 134.42%-122.7pp | 160.62%-148.9pp |
| Employer contribution / active EE | $2,224 | $3,137-29.1% | $4,818-53.8% | $2,670-16.7% |
| Participant deferral / active EE | $1,155 | $3,411-66.1% | $5,680-79.7% | $4,125-72.0% |
| Admin fee / account holder | $2,474 | $5,956-58.5% | $13,210-81.3% | $5,651-56.2% |