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 | $44,538 | $91,552-51.4% | $133,956-66.8% | $79,858-44.2% |
| Participation rate | 87.9% | 73.3%+14.6pp | 79.8%+8.1pp | 69.6%+18.3pp |
| Annual return | 8.46% | 61.85%-53.4pp | 45.09%-36.6pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,909 | $2,384-19.9% | $3,919-51.3% | $2,471-22.8% |
| Participant deferral / active EE | $3,234 | $3,733-13.4% | $5,048-35.9% | $3,740-13.5% |
| Admin fee / account holder | $9,477 | $6,321+49.9% | $8,927+6.2% | $5,306+78.6% |