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 | $35,057 | $85,766-59.1% | $136,294-74.3% | $70,131-50.0% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 14.04% | 31.45%-17.4pp | 5155.94%-5141.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,843 | $2,966-37.9% | $4,695-60.8% | $2,342-21.3% |
| Participant deferral / active EE | $3,450 | $5,051-31.7% | $6,247-44.8% | $3,332+3.5% |
| Admin fee / account holder | $4,627 | $5,420-14.6% | $9,243-49.9% | $4,645-0.4% |