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 | $37,136 | $65,041-42.9% | $90,951-59.2% | $79,858-53.5% |
| Participation rate | 72.0% | 61.6%+10.4pp | 69.0%+3.0pp | 69.6%+2.4pp |
| Annual return | 5.45% | 30.45%-25.0pp | 134.60%-129.2pp | 31.71%-26.3pp |
| Employer contribution / active EE | $1,640 | $1,247+31.5% | $2,122-22.7% | $2,471-33.6% |
| Participant deferral / active EE | $4,203 | $2,512+67.3% | $3,373+24.6% | $3,740+12.4% |
| Admin fee / account holder | $37,198 | $4,536+720.0% | $5,959+524.3% | $5,306+601.0% |