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 | $33,060 | $54,705-39.6% | $71,209-53.6% | $84,808-61.0% |
| Participation rate | 88.5% | 64.1%+24.4pp | 73.8%+14.7pp | 68.3%+20.2pp |
| Annual return | 11.31% | 35.90%-24.6pp | 282.51%-271.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $3,630 | $2,158+68.2% | $2,721+33.4% | $2,631+38.0% |
| Participant deferral / active EE | $1,216 | $3,030-59.9% | $4,175-70.9% | $4,212-71.1% |
| Admin fee / account holder | $26,121 | $4,863+437.1% | $5,349+388.3% | $7,344+255.7% |