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 | $28,752 | $64,324-55.3% | $118,925-75.8% | $79,858-64.0% |
| Participation rate | 89.1% | 64.9%+24.2pp | 75.4%+13.7pp | 69.6%+19.5pp |
| Annual return | 3.78% | 86.45%-82.7pp | 35.88%-32.1pp | 31.71%-27.9pp |
| Employer contribution / active EE | $1,496 | $1,836-18.5% | $3,263-54.1% | $2,471-39.4% |
| Participant deferral / active EE | $1,355 | $2,824-52.0% | $4,265-68.2% | $3,740-63.8% |
| Admin fee / account holder | $3,285 | $4,040-18.7% | $6,581-50.1% | $5,306-38.1% |