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 | $31,428 | $77,899-59.7% | $149,673-79.0% | $75,163-58.2% |
| Participation rate | 93.8% | 65.6%+28.2pp | 78.8%+15.0pp | 67.2%+26.6pp |
| Annual return | 8.62% | 31.72%-23.1pp | 134.42%-125.8pp | 160.62%-152.0pp |
| Employer contribution / active EE | $4,529 | $3,137+44.4% | $4,818-6.0% | $2,670+69.6% |
| Participant deferral / active EE | $2,975 | $3,411-12.8% | $5,680-47.6% | $4,125-27.9% |
| Admin fee / account holder | $1,545 | $5,956-74.1% | $13,210-88.3% | $5,651-72.7% |