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 | $43,359 | $85,202-49.1% | $172,739-74.9% | $72,985-40.6% |
| Participation rate | 76.1% | 70.1%+6.0pp | 82.6%-6.6pp | 69.5%+6.6pp |
| Annual return | 12.41% | 27.32%-14.9pp | 802.84%-790.4pp | 81.00%-68.6pp |
| Employer contribution / active EE | $655 | $3,324-80.3% | $5,143-87.3% | $2,440-73.1% |
| Participant deferral / active EE | $3,207 | $3,260-1.6% | $5,198-38.3% | $3,607-11.1% |
| Admin fee / account holder | $18,641 | $5,884+216.8% | $13,954+33.6% | $5,124+263.8% |