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 | $37,783 | $70,587-46.5% | $124,672-69.7% | $85,850-56.0% |
| Participation rate | 92.3% | 64.4%+27.9pp | 74.6%+17.7pp | 69.3%+23.0pp |
| Annual return | 8.75% | 20688.83%-20680.1pp | 5142.93%-5134.2pp | 318.53%-309.8pp |
| Employer contribution / active EE | $1,966 | $1,913+2.8% | $3,324-40.8% | $2,565-23.3% |
| Participant deferral / active EE | $4,206 | $2,969+41.7% | $4,614-8.9% | $3,952+6.4% |
| Admin fee / account holder | $2,597 | $5,282-50.8% | $7,493-65.3% | $6,260-58.5% |