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 | $26,478 | $98,750-73.2% | $149,696-82.3% | $79,858-66.8% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.5%+10.7pp | 69.6%+23.5pp |
| Annual return | 7.31% | 27.43%-20.1pp | 276.60%-269.3pp | 31.71%-24.4pp |
| Employer contribution / active EE | $2,838 | $3,216-11.8% | $4,644-38.9% | $2,471+14.9% |
| Participant deferral / active EE | $4,539 | $5,680-20.1% | $6,842-33.7% | $3,740+21.4% |
| Admin fee / account holder | $10,618 | $6,053+75.4% | $9,309+14.1% | $5,306+100.1% |