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 9-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 | $36,368 | $85,202-57.3% | $172,739-78.9% | $72,985-50.2% |
| Participation rate | 92.8% | 70.1%+22.7pp | 82.6%+10.1pp | 69.5%+23.3pp |
| Annual return | 15.09% | 27.32%-12.2pp | 802.84%-787.7pp | 81.00%-65.9pp |
| Employer contribution / active EE | $2,502 | $3,324-24.7% | $5,143-51.4% | $2,440+2.5% |
| Participant deferral / active EE | $5,033 | $3,260+54.4% | $5,198-3.2% | $3,607+39.5% |
| Admin fee / account holder | $682 | $5,884-88.4% | $13,954-95.1% | $5,124-86.7% |