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 | $32,992 | $91,190-63.8% | $178,490-81.5% | $79,858-58.7% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 3.53% | 24.19%-20.7pp | 151.07%-147.5pp | 31.71%-28.2pp |
| Employer contribution / active EE | $744 | $3,256-77.1% | $5,011-85.2% | $2,471-69.9% |
| Participant deferral / active EE | $2,395 | $3,236-26.0% | $5,202-54.0% | $3,740-36.0% |
| Admin fee / account holder | $1,122 | $6,751-83.4% | $13,984-92.0% | $5,306-78.9% |