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 | $32,318 | $85,202-62.1% | $172,739-81.3% | $72,985-55.7% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 14.48% | 27.32%-12.8pp | 802.84%-788.4pp | 81.00%-66.5pp |
| Employer contribution / active EE | $1,652 | $3,324-50.3% | $5,143-67.9% | $2,440-32.3% |
| Participant deferral / active EE | $2,508 | $3,260-23.1% | $5,198-51.7% | $3,607-30.5% |
| Admin fee / account holder | $833 | $5,884-85.8% | $13,954-94.0% | $5,124-83.7% |