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 | $37,487 | $85,202-56.0% | $172,739-78.3% | $72,985-48.6% |
| Participation rate | 81.3% | 70.1%+11.2pp | 82.6%-1.4pp | 69.5%+11.8pp |
| Annual return | 14.57% | 27.32%-12.8pp | 802.84%-788.3pp | 81.00%-66.4pp |
| Employer contribution / active EE | $1,920 | $3,324-42.2% | $5,143-62.7% | $2,440-21.3% |
| Participant deferral / active EE | $3,253 | $3,260-0.2% | $5,198-37.4% | $3,607-9.8% |
| Admin fee / account holder | $63,983 | $5,884+987.4% | $13,954+358.5% | $5,124+1148.6% |