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 | $32,788 | $58,828-44.3% | $77,999-58.0% | $62,891-47.9% |
| Participation rate | 86.8% | 71.1%+15.8pp | 75.5%+11.3pp | 69.3%+17.5pp |
| Annual return | 4.16% | 17.16%-13.0pp | 425.96%-421.8pp | 20.14%-16.0pp |
| Employer contribution / active EE | $3,586 | $1,672+114.5% | $2,470+45.2% | $2,281+57.2% |
| Participant deferral / active EE | $2,777 | $2,686+3.4% | $3,497-20.6% | $3,203-13.3% |
| Admin fee / account holder | $14,232 | $4,393+223.9% | $5,480+159.7% | $4,296+231.3% |