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 | $36,261 | $85,766-57.7% | $136,294-73.4% | $70,131-48.3% |
| Participation rate | 71.9% | 74.2%-2.3pp | 81.9%-10.0pp | 69.5%+2.3pp |
| Annual return | 13.97% | 31.45%-17.5pp | 5155.94%-5142.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $588 | $2,966-80.2% | $4,695-87.5% | $2,342-74.9% |
| Participant deferral / active EE | $2,816 | $5,051-44.3% | $6,247-54.9% | $3,332-15.5% |
| Admin fee / account holder | $4,788 | $5,420-11.7% | $9,243-48.2% | $4,645+3.1% |