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 | $35,362 | $77,899-54.6% | $149,673-76.4% | $75,163-53.0% |
| Participation rate | 93.3% | 65.6%+27.8pp | 78.8%+14.6pp | 67.2%+26.1pp |
| Annual return | 9.94% | 31.72%-21.8pp | 134.42%-124.5pp | 160.62%-150.7pp |
| Employer contribution / active EE | $1,290 | $3,137-58.9% | $4,818-73.2% | $2,670-51.7% |
| Participant deferral / active EE | $2,230 | $3,411-34.6% | $5,680-60.7% | $4,125-45.9% |
| Admin fee / account holder | $4,576 | $5,956-23.2% | $13,210-65.4% | $5,651-19.0% |