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 | $34,346 | $95,416-64.0% | $185,823-81.5% | $85,850-60.0% |
| Participation rate | 98.1% | 68.8%+29.4pp | 81.7%+16.4pp | 69.3%+28.8pp |
| Annual return | 9.37% | 23.59%-14.2pp | 122.05%-112.7pp | 318.53%-309.2pp |
| Employer contribution / active EE | $1,833 | $3,314-44.7% | $5,167-64.5% | $2,565-28.5% |
| Participant deferral / active EE | $3,356 | $3,423-2.0% | $5,568-39.7% | $3,952-15.1% |
| Admin fee / account holder | $383 | $7,213-94.7% | $16,237-97.6% | $6,260-93.9% |