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 | $35,400 | $86,286-59.0% | $111,297-68.2% | $85,850-58.8% |
| Participation rate | 86.2% | 73.3%+12.9pp | 77.3%+8.9pp | 69.3%+16.9pp |
| Annual return | 6.46% | 19.99%-13.5pp | 54.65%-48.2pp | 318.53%-312.1pp |
| Employer contribution / active EE | $1,038 | $2,043-49.2% | $2,731-62.0% | $2,565-59.5% |
| Participant deferral / active EE | $1,876 | $3,641-48.5% | $4,487-58.2% | $3,952-52.5% |
| Admin fee / account holder | $1,913 | $8,188-76.6% | $7,964-76.0% | $6,260-69.4% |