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 | $35,063 | $85,202-58.8% | $172,739-79.7% | $72,985-52.0% |
| Participation rate | 97.8% | 70.1%+27.7pp | 82.6%+15.1pp | 69.5%+28.3pp |
| Annual return | 15.71% | 27.32%-11.6pp | 802.84%-787.1pp | 81.00%-65.3pp |
| Employer contribution / active EE | $3,010 | $3,324-9.5% | $5,143-41.5% | $2,440+23.4% |
| Participant deferral / active EE | $2,001 | $3,260-38.6% | $5,198-61.5% | $3,607-44.5% |
| Admin fee / account holder | $2,017 | $5,884-65.7% | $13,954-85.5% | $5,124-60.6% |