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 | $46,344 | $98,750-53.1% | $149,696-69.0% | $79,858-42.0% |
| Participation rate | 72.1% | 75.8%-3.7pp | 82.5%-10.4pp | 69.6%+2.5pp |
| Annual return | 11.29% | 27.43%-16.1pp | 276.60%-265.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,860 | $3,216-42.2% | $4,644-59.9% | $2,471-24.7% |
| Participant deferral / active EE | $7,727 | $5,680+36.0% | $6,842+12.9% | $3,740+106.6% |
| Admin fee / account holder | $6,633 | $6,053+9.6% | $9,309-28.7% | $5,306+25.0% |