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 | $34,419 | $85,202-59.6% | $172,739-80.1% | $72,985-52.8% |
| Participation rate | 73.3% | 70.1%+3.3pp | 82.6%-9.3pp | 69.5%+3.8pp |
| Annual return | 13.29% | 27.32%-14.0pp | 802.84%-789.6pp | 81.00%-67.7pp |
| Employer contribution / active EE | $2,218 | $3,324-33.3% | $5,143-56.9% | $2,440-9.1% |
| Participant deferral / active EE | $996 | $3,260-69.4% | $5,198-80.8% | $3,607-72.4% |
| Admin fee / account holder | $2,075 | $5,884-64.7% | $13,954-85.1% | $5,124-59.5% |