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 | $45,795 | $85,202-46.3% | $172,739-73.5% | $72,985-37.3% |
| Participation rate | 91.8% | 70.1%+21.8pp | 82.6%+9.2pp | 69.5%+22.4pp |
| Annual return | 13.25% | 27.32%-14.1pp | 802.84%-789.6pp | 81.00%-67.7pp |
| Employer contribution / active EE | $1,784 | $3,324-46.3% | $5,143-65.3% | $2,440-26.9% |
| Participant deferral / active EE | $4,203 | $3,260+28.9% | $5,198-19.1% | $3,607+16.5% |
| Admin fee / account holder | $8,386 | $5,884+42.5% | $13,954-39.9% | $5,124+63.7% |