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 | $41,121 | $85,202-51.7% | $172,739-76.2% | $72,985-43.7% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.6%-7.6pp | 69.5%+5.5pp |
| Annual return | 13.70% | 27.32%-13.6pp | 802.84%-789.1pp | 81.00%-67.3pp |
| Employer contribution / active EE | $1,500 | $3,324-54.9% | $5,143-70.8% | $2,440-38.5% |
| Participant deferral / active EE | $1,275 | $3,260-60.9% | $5,198-75.5% | $3,607-64.7% |
| Admin fee / account holder | $1,274 | $5,884-78.3% | $13,954-90.9% | $5,124-75.1% |