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 | $34,465 | $85,202-59.5% | $172,739-80.0% | $72,985-52.8% |
| Participation rate | 97.1% | 70.1%+27.1pp | 82.6%+14.5pp | 69.5%+27.7pp |
| Annual return | 14.97% | 27.32%-12.4pp | 802.84%-787.9pp | 81.00%-66.0pp |
| Employer contribution / active EE | $1,463 | $3,324-56.0% | $5,143-71.5% | $2,440-40.0% |
| Participant deferral / active EE | $2,916 | $3,260-10.6% | $5,198-43.9% | $3,607-19.2% |
| Admin fee / account holder | $832 | $5,884-85.9% | $13,954-94.0% | $5,124-83.8% |