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 | $32,764 | $85,202-61.5% | $172,739-81.0% | $72,985-55.1% |
| Participation rate | 98.8% | 70.1%+28.8pp | 82.6%+16.2pp | 69.5%+29.4pp |
| Annual return | 13.64% | 27.32%-13.7pp | 802.84%-789.2pp | 81.00%-67.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,153 | $3,260-34.0% | $5,198-58.6% | $3,607-40.3% |
| Admin fee / account holder | $540 | $5,884-90.8% | $13,954-96.1% | $5,124-89.5% |