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 | $27,844 | $85,202-67.3% | $172,739-83.9% | $72,985-61.8% |
| Participation rate | 94.1% | 70.1%+24.1pp | 82.6%+11.5pp | 69.5%+24.6pp |
| Annual return | 14.48% | 27.32%-12.8pp | 802.84%-788.4pp | 81.00%-66.5pp |
| Employer contribution / active EE | $1,168 | $3,324-64.9% | $5,143-77.3% | $2,440-52.1% |
| Participant deferral / active EE | $2,666 | $3,260-18.2% | $5,198-48.7% | $3,607-26.1% |
| Admin fee / account holder | $19,644 | $5,884+233.9% | $13,954+40.8% | $5,124+283.3% |