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 | $51,638-49.4% | $68,368-61.8% | $82,448-68.3% |
| Participation rate | 88.4% | 63.6%+24.8pp | 73.8%+14.6pp | 68.1%+20.3pp |
| Annual return | 11.64% | 37.53%-25.9pp | 292.57%-280.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $2,164 | $2,047+5.8% | $2,649-18.3% | $2,551-15.2% |
| Participant deferral / active EE | $1,140 | $2,914-60.9% | $4,123-72.3% | $4,139-72.5% |
| Admin fee / account holder | $19,692 | $4,643+324.1% | $5,150+282.4% | $7,234+172.2% |