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 | $37,564 | $85,202-55.9% | $172,739-78.3% | $72,985-48.5% |
| Participation rate | 77.0% | 70.1%+7.0pp | 82.6%-5.6pp | 69.5%+7.6pp |
| Annual return | 6.52% | 27.32%-20.8pp | 802.84%-796.3pp | 81.00%-74.5pp |
| Employer contribution / active EE | $1,772 | $3,324-46.7% | $5,143-65.5% | $2,440-27.4% |
| Participant deferral / active EE | $2,838 | $3,260-12.9% | $5,198-45.4% | $3,607-21.3% |
| Admin fee / account holder | $1,905 | $5,884-67.6% | $13,954-86.4% | $5,124-62.8% |