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 | $38,141 | $102,966-63.0% | $90,281-57.8% | $152,861-75.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 8.53% | 95.16%-86.6pp | 78.10%-69.6pp | 345.32%-336.8pp |
| Employer contribution / active EE | $1,470 | $3,139-53.2% | $2,854-48.5% | $4,762-69.1% |
| Participant deferral / active EE | $1,686 | $4,281-60.6% | $3,885-56.6% | $5,850-71.2% |
| Admin fee / account holder | $27,307 | $6,171+342.5% | $5,351+410.3% | $11,596+135.5% |