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 | $44,288 | $65,409-32.3% | $98,442-55.0% | $85,850-48.4% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.1pp | 69.3%+28.1pp |
| Annual return | 11.18% | 21.76%-10.6pp | 1492.73%-1481.5pp | 318.53%-307.4pp |
| Employer contribution / active EE | $1,909 | $2,168-11.9% | $2,960-35.5% | $2,565-25.6% |
| Participant deferral / active EE | $1,909 | $3,166-39.7% | $4,276-55.4% | $3,952-51.7% |
| Admin fee / account holder | $1,677 | $4,593-63.5% | $5,949-71.8% | $6,260-73.2% |