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 | $44,954 | $85,766-47.6% | $136,294-67.0% | $70,131-35.9% |
| Participation rate | 84.6% | 74.2%+10.5pp | 81.9%+2.7pp | 69.5%+15.1pp |
| Annual return | 10.50% | 31.45%-21.0pp | 5155.94%-5145.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $1,270 | $2,966-57.2% | $4,695-72.9% | $2,342-45.8% |
| Participant deferral / active EE | $9,368 | $5,051+85.5% | $6,247+50.0% | $3,332+181.2% |
| Admin fee / account holder | $19,310 | $5,420+256.2% | $9,243+108.9% | $4,645+315.7% |