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 | $29,576 | $85,202-65.3% | $172,739-82.9% | $72,985-59.5% |
| Participation rate | 89.3% | 70.1%+19.2pp | 82.6%+6.6pp | 69.5%+19.8pp |
| Annual return | 14.39% | 27.32%-12.9pp | 802.84%-788.5pp | 81.00%-66.6pp |
| Employer contribution / active EE | $1,404 | $3,324-57.8% | $5,143-72.7% | $2,440-42.5% |
| Participant deferral / active EE | $1,858 | $3,260-43.0% | $5,198-64.3% | $3,607-48.5% |
| Admin fee / account holder | $1,157 | $5,884-80.3% | $13,954-91.7% | $5,124-77.4% |