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 | $34,434 | $54,705-37.1% | $71,209-51.6% | $84,808-59.4% |
| Participation rate | 92.6% | 64.1%+28.5pp | 73.8%+18.8pp | 68.3%+24.3pp |
| Annual return | 12.79% | 35.90%-23.1pp | 282.51%-269.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,401 | $2,158-35.1% | $2,721-48.5% | $2,631-46.8% |
| Participant deferral / active EE | $3,565 | $3,030+17.6% | $4,175-14.6% | $4,212-15.3% |
| Admin fee / account holder | $7,590 | $4,863+56.1% | $5,349+41.9% | $7,344+3.4% |