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 | $34,113 | $65,409-47.8% | $98,442-65.3% | $85,850-60.3% |
| Participation rate | 92.6% | 65.0%+27.6pp | 73.3%+19.3pp | 69.3%+23.3pp |
| Annual return | 11.70% | 21.76%-10.1pp | 1492.73%-1481.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,787 | $2,168+28.6% | $2,960-5.8% | $2,565+8.6% |
| Participant deferral / active EE | $5,015 | $3,166+58.4% | $4,276+17.3% | $3,952+26.9% |
| Admin fee / account holder | $386 | $4,593-91.6% | $5,949-93.5% | $6,260-93.8% |