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 | $34,777 | $48,795-28.7% | $65,493-46.9% | $84,808-59.0% |
| Participation rate | 97.0% | 67.0%+30.0pp | 73.1%+23.9pp | 68.3%+28.7pp |
| Annual return | 10.99% | 20.20%-9.2pp | 982.45%-971.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $3,226 | $1,930+67.2% | $2,574+25.3% | $2,631+22.6% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $584 | $3,877-84.9% | $5,028-88.4% | $7,344-92.1% |