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 | $31,700 | $102,317-69.0% | $146,958-78.4% | $80,856-60.8% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 3.67% | 134.76%-131.1pp | 418.34%-414.7pp | 35.59%-31.9pp |
| Employer contribution / active EE | $1,702 | $3,713-54.2% | $4,933-65.5% | $2,755-38.2% |
| Participant deferral / active EE | $6,132 | $6,644-7.7% | $8,070-24.0% | $4,296+42.8% |
| Admin fee / account holder | $3,543 | $7,941-55.4% | $12,998-72.7% | $6,918-48.8% |