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 | $36,631 | $64,324-43.1% | $118,925-69.2% | $79,858-54.1% |
| Participation rate | 91.8% | 64.9%+27.0pp | 75.4%+16.5pp | 69.6%+22.2pp |
| Annual return | 9.81% | 86.45%-76.6pp | 35.88%-26.1pp | 31.71%-21.9pp |
| Employer contribution / active EE | $2,712 | $1,836+47.7% | $3,263-16.9% | $2,471+9.8% |
| Participant deferral / active EE | $3,206 | $2,824+13.5% | $4,265-24.8% | $3,740-14.3% |
| Admin fee / account holder | $2,813 | $4,040-30.4% | $6,581-57.3% | $5,306-47.0% |