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 | $38,779 | $53,516-27.5% | $126,539-69.4% | $84,808-54.3% |
| Participation rate | 70.6% | 58.2%+12.3pp | 69.8%+0.8pp | 68.3%+2.3pp |
| Annual return | 12.85% | 58.34%-45.5pp | 425.95%-413.1pp | 40.90%-28.0pp |
| Employer contribution / active EE | $695 | $1,535-54.7% | $3,674-81.1% | $2,631-73.6% |
| Participant deferral / active EE | $1,808 | $2,671-32.3% | $4,083-55.7% | $4,212-57.1% |
| Admin fee / account holder | $10,811 | $4,497+140.4% | $6,065+78.3% | $7,344+47.2% |