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 | $26,451 | $53,127-50.2% | $86,590-69.5% | $70,131-62.3% |
| Participation rate | 89.5% | 65.3%+24.2pp | 73.5%+15.9pp | 69.5%+19.9pp |
| Annual return | 11.52% | 27.66%-16.1pp | 964.84%-953.3pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,487 | $2,068-28.1% | $2,839-47.6% | $2,342-36.5% |
| Participant deferral / active EE | $3,163 | $2,696+17.3% | $3,609-12.4% | $3,332-5.1% |
| Admin fee / account holder | $2,193 | $3,585-38.8% | $4,906-55.3% | $4,645-52.8% |