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 | $32,119 | $53,127-39.5% | $86,590-62.9% | $70,131-54.2% |
| Participation rate | 97.6% | 65.3%+32.3pp | 73.5%+24.0pp | 69.5%+28.0pp |
| Annual return | 11.27% | 27.66%-16.4pp | 964.84%-953.6pp | 73.14%-61.9pp |
| Employer contribution / active EE | $2,268 | $2,068+9.7% | $2,839-20.1% | $2,342-3.2% |
| Participant deferral / active EE | $3,075 | $2,696+14.1% | $3,609-14.8% | $3,332-7.7% |
| Admin fee / account holder | $9,687 | $3,585+170.2% | $4,906+97.5% | $4,645+108.5% |