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 | $30,182 | $53,516-43.6% | $126,539-76.1% | $84,808-64.4% |
| Participation rate | 94.4% | 58.2%+36.2pp | 69.8%+24.6pp | 68.3%+26.1pp |
| Annual return | 10.53% | 58.34%-47.8pp | 425.95%-415.4pp | 40.90%-30.4pp |
| Employer contribution / active EE | $2,684 | $1,535+74.9% | $3,674-27.0% | $2,631+2.0% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $4,083-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,686 | $4,497-62.5% | $6,065-72.2% | $7,344-77.0% |