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 | $44,060 | $63,346-30.4% | $92,233-52.2% | $70,131-37.2% |
| Participation rate | 71.9% | 68.7%+3.2pp | 76.5%-4.6pp | 69.5%+2.3pp |
| Annual return | 11.34% | 530.12%-518.8pp | 176.28%-164.9pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,336 | $2,471-45.9% | $3,679-63.7% | $2,342-43.0% |
| Participant deferral / active EE | $2,042 | $2,854-28.5% | $3,897-47.6% | $3,332-38.7% |
| Admin fee / account holder | $1,799 | $3,840-53.1% | $5,194-65.4% | $4,645-61.3% |