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 | $28,689 | $85,202-66.3% | $172,739-83.4% | $72,985-60.7% |
| Participation rate | 98.7% | 70.1%+28.6pp | 82.6%+16.0pp | 69.5%+29.2pp |
| Annual return | 2.45% | 27.32%-24.9pp | 802.84%-800.4pp | 81.00%-78.6pp |
| Employer contribution / active EE | $1,768 | $3,324-46.8% | $5,143-65.6% | $2,440-27.5% |
| Participant deferral / active EE | $1,772 | $3,260-45.7% | $5,198-65.9% | $3,607-50.9% |
| Admin fee / account holder | $490 | $5,884-91.7% | $13,954-96.5% | $5,124-90.4% |