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 | $35,544 | $58,512-39.3% | $84,015-57.7% | $72,985-51.3% |
| Participation rate | 94.8% | 61.2%+33.6pp | 69.0%+25.8pp | 69.5%+25.3pp |
| Annual return | 11.79% | 28.93%-17.1pp | 71.31%-59.5pp | 81.00%-69.2pp |
| Employer contribution / active EE | $862 | $1,163-25.9% | $1,983-56.5% | $2,440-64.7% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $11,179 | $4,569+144.7% | $6,101+83.2% | $5,124+118.2% |