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 | $37,143 | $54,705-32.1% | $71,209-47.8% | $84,808-56.2% |
| Participation rate | 71.4% | 64.1%+7.4pp | 73.8%-2.3pp | 68.3%+3.1pp |
| Annual return | 11.85% | 35.90%-24.0pp | 282.51%-270.7pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,840 | $2,158+31.6% | $2,721+4.4% | $2,631+7.9% |
| Participant deferral / active EE | $5,721 | $3,030+88.8% | $4,175+37.0% | $4,212+35.8% |
| Admin fee / account holder | $10,900 | $4,863+124.1% | $5,349+103.8% | $7,344+48.4% |