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 | $34,048 | $85,202-60.0% | $172,739-80.3% | $72,985-53.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.42% | 27.32%-21.9pp | 802.84%-797.4pp | 81.00%-75.6pp |
| Employer contribution / active EE | $1,396 | $3,324-58.0% | $5,143-72.9% | $2,440-42.8% |
| Participant deferral / active EE | $2,082 | $3,260-36.1% | $5,198-59.9% | $3,607-42.3% |
| Admin fee / account holder | $5,382 | $5,884-8.5% | $13,954-61.4% | $5,124+5.0% |