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 | $36,904 | $53,127-30.5% | $86,590-57.4% | $70,131-47.4% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.4pp | 69.5%+28.4pp |
| Annual return | 12.34% | 27.66%-15.3pp | 964.84%-952.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $3,398 | $2,068+64.3% | $2,839+19.7% | $2,342+45.1% |
| Participant deferral / active EE | $2,968 | $2,696+10.1% | $3,609-17.8% | $3,332-10.9% |
| Admin fee / account holder | $8,931 | $3,585+149.1% | $4,906+82.1% | $4,645+92.3% |