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 | $38,410 | $91,190-57.9% | $178,490-78.5% | $79,858-51.9% |
| Participation rate | 98.2% | 69.2%+29.0pp | 81.9%+16.3pp | 69.6%+28.6pp |
| Annual return | 4.86% | 24.19%-19.3pp | 151.07%-146.2pp | 31.71%-26.9pp |
| Employer contribution / active EE | $3,946 | $3,256+21.2% | $5,011-21.2% | $2,471+59.7% |
| Participant deferral / active EE | $2,888 | $3,236-10.8% | $5,202-44.5% | $3,740-22.8% |
| Admin fee / account holder | $4,355 | $6,751-35.5% | $13,984-68.9% | $5,306-17.9% |