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 | $40,164 | $102,382-60.8% | $147,005-72.7% | $80,874-50.3% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 11.21% | 134.89%-123.7pp | 418.76%-407.6pp | 35.62%-24.4pp |
| Employer contribution / active EE | $2,584 | $3,715-30.5% | $4,934-47.6% | $2,756-6.2% |
| Participant deferral / active EE | $5,464 | $6,646-17.8% | $8,070-32.3% | $4,297+27.2% |
| Admin fee / account holder | $12,070 | $7,942+52.0% | $13,006-7.2% | $6,935+74.0% |