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 | $31,092 | $51,576-39.7% | $129,207-75.9% | $80,856-61.5% |
| Participation rate | 96.3% | 57.0%+39.3pp | 69.6%+26.7pp | 67.6%+28.7pp |
| Annual return | 10.72% | 20.81%-10.1pp | 9417.33%-9406.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,575 | $1,584-0.5% | $4,153-62.1% | $2,755-42.8% |
| Participant deferral / active EE | $2,049 | $2,669-23.2% | $4,168-50.8% | $4,296-52.3% |
| Admin fee / account holder | $930 | $4,305-78.4% | $7,715-87.9% | $6,918-86.6% |