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 | $46,447 | $96,635-51.9% | $86,612-46.4% | $139,434-66.7% |
| Participation rate | 95.5% | 74.4%+21.1pp | 71.7%+23.8pp | 80.3%+15.1pp |
| Annual return | 6.35% | 106.41%-100.1pp | 591.07%-584.7pp | 372.94%-366.6pp |
| Employer contribution / active EE | $1,136 | $3,263-65.2% | $3,022-62.4% | $4,751-76.1% |
| Participant deferral / active EE | $3,296 | $4,836-31.8% | $4,438-25.7% | $6,710-50.9% |
| Admin fee / account holder | $10,356 | $6,408+61.6% | $5,614+84.5% | $11,403-9.2% |