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 | $38,709 | $98,750-60.8% | $149,696-74.1% | $79,858-51.5% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.5%+13.1pp | 69.6%+25.9pp |
| Annual return | 9.80% | 27.43%-17.6pp | 276.60%-266.8pp | 31.71%-21.9pp |
| Employer contribution / active EE | $2,263 | $3,216-29.6% | $4,644-51.3% | $2,471-8.4% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,044 | $6,053-82.8% | $9,309-88.8% | $5,306-80.3% |