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 | $42,691 | $91,190-53.2% | $178,490-76.1% | $79,858-46.5% |
| Participation rate | 77.8% | 69.2%+8.6pp | 81.9%-4.1pp | 69.6%+8.1pp |
| Annual return | 9.35% | 24.19%-14.8pp | 151.07%-141.7pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,625 | $3,256-50.1% | $5,011-67.6% | $2,471-34.2% |
| Participant deferral / active EE | $4,540 | $3,236+40.3% | $5,202-12.7% | $3,740+21.4% |
| Admin fee / account holder | $11,197 | $6,751+65.9% | $13,984-19.9% | $5,306+111.0% |