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 | $38,733 | $81,233-52.3% | $155,567-75.1% | $80,874-52.1% |
| Participation rate | 88.6% | 66.2%+22.4pp | 78.2%+10.4pp | 67.6%+21.0pp |
| Annual return | 9.88% | 33.33%-23.5pp | 64.74%-54.9pp | 35.62%-25.7pp |
| Employer contribution / active EE | $1,533 | $3,101-50.6% | $4,674-67.2% | $2,756-44.4% |
| Participant deferral / active EE | $2,571 | $3,452-25.5% | $5,628-54.3% | $4,297-40.2% |
| Admin fee / account holder | $2,025 | $7,998-74.7% | $15,916-87.3% | $6,935-70.8% |