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 | $31,612 | $57,281-44.8% | $86,612-63.5% | $75,163-57.9% |
| Participation rate | 97.8% | 63.2%+34.6pp | 71.7%+26.1pp | 67.2%+30.6pp |
| Annual return | 11.98% | 2670.75%-2658.8pp | 591.07%-579.1pp | 160.62%-148.6pp |
| Employer contribution / active EE | $4,135 | $2,314+78.7% | $3,022+36.8% | $2,670+54.9% |
| Participant deferral / active EE | $1,094 | $3,318-67.0% | $4,438-75.3% | $4,125-73.5% |
| Admin fee / account holder | $1,543 | $4,112-62.5% | $5,614-72.5% | $5,651-72.7% |