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 | $46,464 | $85,766-45.8% | $136,294-65.9% | $70,131-33.7% |
| Participation rate | 81.6% | 74.2%+7.4pp | 81.9%-0.3pp | 69.5%+12.0pp |
| Annual return | 13.02% | 31.45%-18.4pp | 5155.94%-5142.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,861 | $2,966-37.3% | $4,695-60.4% | $2,342-20.6% |
| Participant deferral / active EE | $8,007 | $5,051+58.5% | $6,247+28.2% | $3,332+140.3% |
| Admin fee / account holder | $2,946 | $5,420-45.7% | $9,243-68.1% | $4,645-36.6% |