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 | $13,078 | $117,983-88.9% | $101,794-87.2% | $142,382-90.8% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | 3.08% | 36.92%-33.8pp | 30.53%-27.4pp | 217.08%-214.0pp |
| Employer contribution / active EE | $1,749 | $2,773-36.9% | $2,289-23.6% | $4,299-59.3% |
| Participant deferral / active EE | $2,535 | $4,714-46.2% | $4,084-37.9% | $6,507-61.0% |
| Admin fee / account holder | $43,345 | $10,433+315.4% | $8,777+393.8% | $12,624+243.4% |