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 7-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 | $29,805 | $85,202-65.0% | $172,739-82.7% | $72,985-59.2% |
| Participation rate | 89.1% | 70.1%+19.0pp | 82.6%+6.4pp | 69.5%+19.6pp |
| Annual return | 9.78% | 27.32%-17.5pp | 802.84%-793.1pp | 81.00%-71.2pp |
| Employer contribution / active EE | $2,578 | $3,324-22.4% | $5,143-49.9% | $2,440+5.7% |
| Participant deferral / active EE | $4,458 | $3,260+36.7% | $5,198-14.2% | $3,607+23.6% |
| Admin fee / account holder | $2,864 | $5,884-51.3% | $13,954-79.5% | $5,124-44.1% |