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 | $30,756 | $47,479-35.2% | $62,929-51.1% | $82,448-62.7% |
| Participation rate | 92.9% | 66.9%+26.0pp | 73.1%+19.7pp | 68.1%+24.8pp |
| Annual return | 7.13% | 20.34%-13.2pp | 1063.93%-1056.8pp | 41.64%-34.5pp |
| Employer contribution / active EE | $2,046 | $1,885+8.5% | $2,505-18.3% | $2,551-19.8% |
| Participant deferral / active EE | $1,174 | $2,870-59.1% | $3,888-69.8% | $4,139-71.6% |
| Admin fee / account holder | $2,111 | $3,804-44.5% | $5,065-58.3% | $7,234-70.8% |