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 | $38,513 | $63,346-39.2% | $92,233-58.2% | $70,131-45.1% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | 10.08% | 530.12%-520.0pp | 176.28%-166.2pp | 73.14%-63.1pp |
| Employer contribution / active EE | $4,460 | $2,471+80.5% | $3,679+21.2% | $2,342+90.4% |
| Participant deferral / active EE | $1,328 | $2,854-53.5% | $3,897-65.9% | $3,332-60.2% |
| Admin fee / account holder | $3,907 | $3,840+1.7% | $5,194-24.8% | $4,645-15.9% |