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 | $44,838 | $91,190-50.8% | $178,490-74.9% | $79,858-43.9% |
| Participation rate | 89.6% | 69.2%+20.4pp | 81.9%+7.6pp | 69.6%+19.9pp |
| Annual return | 9.61% | 24.19%-14.6pp | 151.07%-141.5pp | 31.71%-22.1pp |
| Employer contribution / active EE | $1,348 | $3,256-58.6% | $5,011-73.1% | $2,471-45.5% |
| Participant deferral / active EE | $2,158 | $3,236-33.3% | $5,202-58.5% | $3,740-42.3% |
| Admin fee / account holder | $11,286 | $6,751+67.2% | $13,984-19.3% | $5,306+112.7% |