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 | $37,316 | $53,127-29.8% | $86,590-56.9% | $70,131-46.8% |
| Participation rate | 77.8% | 65.3%+12.5pp | 73.5%+4.2pp | 69.5%+8.2pp |
| Annual return | 11.42% | 27.66%-16.2pp | 964.84%-953.4pp | 73.14%-61.7pp |
| Employer contribution / active EE | $573 | $2,068-72.3% | $2,839-79.8% | $2,342-75.5% |
| Participant deferral / active EE | $1,172 | $2,696-56.5% | $3,609-67.5% | $3,332-64.8% |
| Admin fee / account holder | $1,826 | $3,585-49.1% | $4,906-62.8% | $4,645-60.7% |