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 | $51,488 | $102,317-49.7% | $146,958-65.0% | $80,856-36.3% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.2%-6.2pp | 67.6%+8.4pp |
| Annual return | 10.26% | 134.76%-124.5pp | 418.34%-408.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,246 | $3,713-39.5% | $4,933-54.5% | $2,755-18.5% |
| Participant deferral / active EE | $4,602 | $6,644-30.7% | $8,070-43.0% | $4,296+7.1% |
| Admin fee / account holder | $4,627 | $7,941-41.7% | $12,998-64.4% | $6,918-33.1% |