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 | $34,726 | $85,202-59.2% | $172,739-79.9% | $72,985-52.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 10.90% | 27.32%-16.4pp | 802.84%-791.9pp | 81.00%-70.1pp |
| Employer contribution / active EE | $2,848 | $3,324-14.3% | $5,143-44.6% | $2,440+16.7% |
| Participant deferral / active EE | $1,989 | $3,260-39.0% | $5,198-61.7% | $3,607-44.9% |
| Admin fee / account holder | $8,162 | $5,884+38.7% | $13,954-41.5% | $5,124+59.3% |