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 | $42,246 | $54,705-22.8% | $71,209-40.7% | $84,808-50.2% |
| Participation rate | 84.1% | 64.1%+20.1pp | 73.8%+10.4pp | 68.3%+15.8pp |
| Annual return | 12.76% | 35.90%-23.1pp | 282.51%-269.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $954 | $2,158-55.8% | $2,721-64.9% | $2,631-63.7% |
| Participant deferral / active EE | $1,417 | $3,030-53.3% | $4,175-66.1% | $4,212-66.4% |
| Admin fee / account holder | $12,161 | $4,863+150.0% | $5,349+127.4% | $7,344+65.6% |