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 | $33,183 | $77,145-57.0% | $108,410-69.4% | $85,850-61.3% |
| Participation rate | 84.0% | 74.7%+9.3pp | 80.1%+3.9pp | 69.3%+14.7pp |
| Annual return | 11.63% | 44.54%-32.9pp | 905.27%-893.6pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,500 | $2,379-37.0% | $3,558-57.9% | $2,565-41.5% |
| Participant deferral / active EE | $3,998 | $5,566-28.2% | $6,563-39.1% | $3,952+1.2% |
| Admin fee / account holder | $1,479 | $5,172-71.4% | $7,295-79.7% | $6,260-76.4% |