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 | $28,917 | $52,580-45.0% | $71,671-59.7% | $70,131-58.8% |
| Participation rate | 78.1% | 60.9%+17.2pp | 68.7%+9.4pp | 69.5%+8.6pp |
| Annual return | 10.91% | 20.25%-9.3pp | 20.65%-9.7pp | 73.14%-62.2pp |
| Employer contribution / active EE | $581 | $1,616-64.0% | $2,460-76.4% | $2,342-75.2% |
| Participant deferral / active EE | $1,453 | $2,386-39.1% | $3,438-57.7% | $3,332-56.4% |
| Admin fee / account holder | $42,898 | $3,653+1074.4% | $5,558+671.8% | $4,645+823.5% |