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 | $40,935 | $84,233-51.4% | $170,442-76.0% | $70,131-41.6% |
| Participation rate | 97.3% | 70.8%+26.5pp | 83.6%+13.7pp | 69.5%+27.8pp |
| Annual return | 8.78% | 23.06%-14.3pp | 205.93%-197.2pp | 73.14%-64.4pp |
| Employer contribution / active EE | $1,774 | $3,387-47.6% | $5,433-67.3% | $2,342-24.3% |
| Participant deferral / active EE | $1,765 | $3,086-42.8% | $4,939-64.3% | $3,332-47.0% |
| Admin fee / account holder | $1,018 | $5,698-82.1% | $13,880-92.7% | $4,645-78.1% |