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 | $37,046 | $78,422-52.8% | $95,952-61.4% | $79,858-53.6% |
| Participation rate | 80.8% | 73.5%+7.3pp | 77.1%+3.7pp | 69.6%+11.1pp |
| Annual return | 6.69% | 19.37%-12.7pp | 91.61%-84.9pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,556 | $1,945-20.0% | $2,541-38.7% | $2,471-37.0% |
| Participant deferral / active EE | $3,042 | $3,440-11.6% | $4,167-27.0% | $3,740-18.7% |
| Admin fee / account holder | $8,381 | $5,622+49.1% | $6,795+23.3% | $5,306+57.9% |