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 | $22,811 | $80,717-71.7% | $154,803-85.3% | $84,808-73.1% |
| Participation rate | 89.7% | 66.8%+22.8pp | 78.1%+11.6pp | 68.3%+21.3pp |
| Annual return | 12.47% | 37.96%-25.5pp | 58.88%-46.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,900 | $2,761+41.3% | $4,305-9.4% | $2,631+48.3% |
| Participant deferral / active EE | $3,679 | $3,303+11.4% | $5,540-33.6% | $4,212-12.6% |
| Admin fee / account holder | $29,916 | $6,746+343.5% | $14,329+108.8% | $7,344+307.4% |