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 | $38,369 | $95,416-59.8% | $185,823-79.4% | $85,850-55.3% |
| Participation rate | 93.3% | 68.8%+24.6pp | 81.7%+11.6pp | 69.3%+24.0pp |
| Annual return | 9.88% | 23.59%-13.7pp | 122.05%-112.2pp | 318.53%-308.7pp |
| Employer contribution / active EE | $977 | $3,314-70.5% | $5,167-81.1% | $2,565-61.9% |
| Participant deferral / active EE | $1,552 | $3,423-54.7% | $5,568-72.1% | $3,952-60.7% |
| Admin fee / account holder | $1,578 | $7,213-78.1% | $16,237-90.3% | $6,260-74.8% |