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 | $50,798 | $85,766-40.8% | $136,294-62.7% | $70,131-27.6% |
| Participation rate | 74.1% | 74.2%-0.1pp | 81.9%-7.8pp | 69.5%+4.5pp |
| Annual return | 13.67% | 31.45%-17.8pp | 5155.94%-5142.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $3,207 | $2,966+8.1% | $4,695-31.7% | $2,342+36.9% |
| Participant deferral / active EE | $10,059 | $5,051+99.1% | $6,247+61.0% | $3,332+201.9% |
| Admin fee / account holder | $10,267 | $5,420+89.4% | $9,243+11.1% | $4,645+121.0% |