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 | $32,861 | $70,428-53.3% | $96,562-66.0% | $85,850-61.7% |
| Participation rate | 92.1% | 61.8%+30.3pp | 69.8%+22.3pp | 69.3%+22.8pp |
| Annual return | 8.65% | 18.59%-9.9pp | 37.78%-29.1pp | 318.53%-309.9pp |
| Employer contribution / active EE | $5,618 | $1,413+297.6% | $2,356+138.4% | $2,565+119.0% |
| Participant deferral / active EE | $3,829 | $2,894+32.3% | $3,849-0.5% | $3,952-3.1% |
| Admin fee / account holder | $2,356 | $4,997-52.9% | $6,181-61.9% | $6,260-62.4% |