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 | $40,301 | $80,717-50.1% | $154,803-74.0% | $84,808-52.5% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 12.49% | 37.96%-25.5pp | 58.88%-46.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,223 | $2,761+16.7% | $4,305-25.2% | $2,631+22.5% |
| Participant deferral / active EE | $1,036 | $3,303-68.6% | $5,540-81.3% | $4,212-75.4% |
| Admin fee / account holder | $12,517 | $6,746+85.6% | $14,329-12.6% | $7,344+70.4% |