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 | $112,729-88.4% | $98,716-86.8% | $137,256-90.5% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 3.08% | 38.48%-35.4pp | 31.81%-28.7pp | 220.34%-217.3pp |
| Employer contribution / active EE | $1,749 | $2,725-35.8% | $2,279-23.2% | $4,156-57.9% |
| Participant deferral / active EE | $2,535 | $4,640-45.4% | $4,048-37.4% | $6,407-60.4% |
| Admin fee / account holder | $43,345 | $10,129+327.9% | $8,703+398.1% | $12,270+253.3% |