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 | $42,961 | $60,124-28.5% | $90,404-52.5% | $79,858-46.2% |
| Participation rate | 93.6% | 65.0%+28.6pp | 72.7%+20.9pp | 69.6%+24.0pp |
| Annual return | 6.58% | 71.94%-65.4pp | 1293.02%-1286.4pp | 31.71%-25.1pp |
| Employer contribution / active EE | $3,162 | $2,068+52.9% | $3,262-3.1% | $2,471+28.0% |
| Participant deferral / active EE | $2,553 | $2,938-13.1% | $3,963-35.6% | $3,740-31.7% |
| Admin fee / account holder | $3,561 | $3,976-10.5% | $5,611-36.5% | $5,306-32.9% |