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 | $59,381 | $98,750-39.9% | $149,696-60.3% | $79,858-25.6% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.5%-3.2pp | 69.6%+9.7pp |
| Annual return | 5.29% | 27.43%-22.1pp | 276.60%-271.3pp | 31.71%-26.4pp |
| Employer contribution / active EE | $670 | $3,216-79.2% | $4,644-85.6% | $2,471-72.9% |
| Participant deferral / active EE | $2,694 | $5,680-52.6% | $6,842-60.6% | $3,740-28.0% |
| Admin fee / account holder | $67,275 | $6,053+1011.5% | $9,309+622.7% | $5,306+1167.8% |