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 | $37,372 | $91,190-59.0% | $178,490-79.1% | $79,858-53.2% |
| Participation rate | 82.1% | 69.2%+12.9pp | 81.9%+0.1pp | 69.6%+12.4pp |
| Annual return | 2.60% | 24.19%-21.6pp | 151.07%-148.5pp | 31.71%-29.1pp |
| Employer contribution / active EE | $2,537 | $3,256-22.1% | $5,011-49.4% | $2,471+2.7% |
| Participant deferral / active EE | $4,372 | $3,236+35.1% | $5,202-16.0% | $3,740+16.9% |
| Admin fee / account holder | $11,312 | $6,751+67.6% | $13,984-19.1% | $5,306+113.2% |