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 | $35,463 | $77,899-54.5% | $149,673-76.3% | $75,163-52.8% |
| Participation rate | 73.8% | 65.6%+8.2pp | 78.8%-5.0pp | 67.2%+6.6pp |
| Annual return | 8.75% | 31.72%-23.0pp | 134.42%-125.7pp | 160.62%-151.9pp |
| Employer contribution / active EE | $1,600 | $3,137-49.0% | $4,818-66.8% | $2,670-40.1% |
| Participant deferral / active EE | $2,515 | $3,411-26.3% | $5,680-55.7% | $4,125-39.0% |
| Admin fee / account holder | $38,275 | $5,956+542.6% | $13,210+189.7% | $5,651+577.3% |