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 | $26,106 | $54,705-52.3% | $71,209-63.3% | $84,808-69.2% |
| Participation rate | 88.4% | 64.1%+24.3pp | 73.8%+14.6pp | 68.3%+20.1pp |
| Annual return | 11.64% | 35.90%-24.3pp | 282.51%-270.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,164 | $2,158+0.3% | $2,721-20.5% | $2,631-17.7% |
| Participant deferral / active EE | $1,140 | $3,030-62.4% | $4,175-72.7% | $4,212-72.9% |
| Admin fee / account holder | $19,692 | $4,863+304.9% | $5,349+268.2% | $7,344+168.1% |