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 | $43,412 | $77,314-43.8% | $177,989-75.6% | $80,856-46.3% |
| Participation rate | 81.3% | 65.7%+15.6pp | 77.1%+4.2pp | 67.6%+13.6pp |
| Annual return | 6.94% | 18.09%-11.1pp | 294.48%-287.5pp | 35.59%-28.7pp |
| Employer contribution / active EE | $2,884 | $2,292+25.8% | $3,949-27.0% | $2,755+4.7% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $6,276-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,389 | $7,191-66.8% | $10,363-76.9% | $6,918-65.5% |