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 | $51,638-18.2% | $68,368-38.2% | $82,448-48.8% |
| Participation rate | 84.1% | 63.6%+20.5pp | 73.8%+10.4pp | 68.1%+16.1pp |
| Annual return | 12.76% | 37.53%-24.8pp | 292.57%-279.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $954 | $2,047-53.4% | $2,649-64.0% | $2,551-62.6% |
| Participant deferral / active EE | $1,417 | $2,914-51.4% | $4,123-65.6% | $4,139-65.8% |
| Admin fee / account holder | $12,161 | $4,643+161.9% | $5,150+136.1% | $7,234+68.1% |