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 | $53,252 | $85,202-37.5% | $172,739-69.2% | $72,985-27.0% |
| Participation rate | 76.2% | 70.1%+6.1pp | 82.6%-6.5pp | 69.5%+6.7pp |
| Annual return | 1.93% | 27.32%-25.4pp | 802.84%-800.9pp | 81.00%-79.1pp |
| Employer contribution / active EE | $2,146 | $3,324-35.4% | $5,143-58.3% | $2,440-12.0% |
| Participant deferral / active EE | $3,805 | $3,260+16.7% | $5,198-26.8% | $3,607+5.5% |
| Admin fee / account holder | $1,995 | $5,884-66.1% | $13,954-85.7% | $5,124-61.1% |