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 | $38,179 | $83,902-54.5% | $167,512-77.2% | $84,808-55.0% |
| Participation rate | 92.2% | 66.5%+25.7pp | 77.1%+15.1pp | 68.3%+23.8pp |
| Annual return | 11.91% | 91.55%-79.6pp | 1615.79%-1603.9pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,818 | $2,264+24.5% | $3,882-27.4% | $2,631+7.1% |
| Participant deferral / active EE | $3,313 | $4,442-25.4% | $6,405-48.3% | $4,212-21.3% |
| Admin fee / account holder | $2,694 | $7,915-66.0% | $9,769-72.4% | $7,344-63.3% |