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 | $47,903 | $34,308+39.6% | $74,701-35.9% | $72,985-34.4% |
| Participation rate | 95.1% | 42.4%+52.7pp | 54.5%+40.7pp | 69.5%+25.6pp |
| Annual return | 11.04% | 26.58%-15.5pp | 752.92%-741.9pp | 81.00%-70.0pp |
| Employer contribution / active EE | $488 | $692-29.5% | $1,084-55.0% | $2,440-80.0% |
| Participant deferral / active EE | $0 | $1,271-100.0% | $1,964-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,168 | $2,124-45.0% | $3,333-65.0% | $5,124-77.2% |