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 | $55,251 | $85,766-35.6% | $136,294-59.5% | $70,131-21.2% |
| Participation rate | 74.5% | 74.2%+0.3pp | 81.9%-7.5pp | 69.5%+4.9pp |
| Annual return | 12.29% | 31.45%-19.2pp | 5155.94%-5143.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,779 | $2,966-40.0% | $4,695-62.1% | $2,342-24.1% |
| Participant deferral / active EE | $5,590 | $5,051+10.7% | $6,247-10.5% | $3,332+67.8% |
| Admin fee / account holder | $7,262 | $5,420+34.0% | $9,243-21.4% | $4,645+56.3% |