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 | $34,199 | $87,013-60.7% | $106,213-67.8% | $80,856-57.7% |
| Participation rate | 91.9% | 70.4%+21.5pp | 75.3%+16.7pp | 67.6%+24.3pp |
| Annual return | 9.46% | 17.05%-7.6pp | 116.14%-106.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,124 | $2,395-53.1% | $3,171-64.5% | $2,755-59.2% |
| Participant deferral / active EE | $2,608 | $3,986-34.6% | $5,016-48.0% | $4,296-39.3% |
| Admin fee / account holder | $2,436 | $8,431-71.1% | $11,033-77.9% | $6,918-64.8% |