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 | $40,714 | $54,705-25.6% | $71,209-42.8% | $84,808-52.0% |
| Participation rate | 97.5% | 64.1%+33.4pp | 73.8%+23.7pp | 68.3%+29.2pp |
| Annual return | 13.28% | 35.90%-22.6pp | 282.51%-269.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,720 | $2,158-20.3% | $2,721-36.8% | $2,631-34.6% |
| Participant deferral / active EE | $1,768 | $3,030-41.7% | $4,175-57.7% | $4,212-58.0% |
| Admin fee / account holder | $5,875 | $4,863+20.8% | $5,349+9.8% | $7,344-20.0% |