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 | $38,831 | $85,202-54.4% | $172,739-77.5% | $72,985-46.8% |
| Participation rate | 94.6% | 70.1%+24.5pp | 82.6%+11.9pp | 69.5%+25.1pp |
| Annual return | 4.28% | 27.32%-23.0pp | 802.84%-798.6pp | 81.00%-76.7pp |
| Employer contribution / active EE | $1,760 | $3,324-47.1% | $5,143-65.8% | $2,440-27.9% |
| Participant deferral / active EE | $2,296 | $3,260-29.6% | $5,198-55.8% | $3,607-36.4% |
| Admin fee / account holder | $4,231 | $5,884-28.1% | $13,954-69.7% | $5,124-17.4% |