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 7-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 | $34,902 | $77,899-55.2% | $149,673-76.7% | $75,163-53.6% |
| Participation rate | 82.5% | 65.6%+16.9pp | 78.8%+3.7pp | 67.2%+15.3pp |
| Annual return | 12.85% | 31.72%-18.9pp | 134.42%-121.6pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,161 | $3,137-63.0% | $4,818-75.9% | $2,670-56.5% |
| Participant deferral / active EE | $3,939 | $3,411+15.5% | $5,680-30.7% | $4,125-4.5% |
| Admin fee / account holder | $9,467 | $5,956+58.9% | $13,210-28.3% | $5,651+67.5% |