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 | $42,396 | $98,750-57.1% | $149,696-71.7% | $79,858-46.9% |
| Participation rate | 86.8% | 75.8%+11.1pp | 82.5%+4.4pp | 69.6%+17.2pp |
| Annual return | 11.73% | 27.43%-15.7pp | 276.60%-264.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,521 | $3,216-52.7% | $4,644-67.2% | $2,471-38.4% |
| Participant deferral / active EE | $4,007 | $5,680-29.5% | $6,842-41.4% | $3,740+7.1% |
| Admin fee / account holder | $13,593 | $6,053+124.6% | $9,309+46.0% | $5,306+156.2% |