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 | $37,853 | $54,705-30.8% | $71,209-46.8% | $84,808-55.4% |
| Participation rate | 89.7% | 64.1%+25.6pp | 73.8%+15.9pp | 68.3%+21.3pp |
| Annual return | 9.33% | 35.90%-26.6pp | 282.51%-273.2pp | 40.90%-31.6pp |
| Employer contribution / active EE | $1,771 | $2,158-17.9% | $2,721-34.9% | $2,631-32.7% |
| Participant deferral / active EE | $2,002 | $3,030-33.9% | $4,175-52.0% | $4,212-52.5% |
| Admin fee / account holder | $6,922 | $4,863+42.3% | $5,349+29.4% | $7,344-5.7% |