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 | $36,318 | $95,416-61.9% | $185,823-80.5% | $85,850-57.7% |
| Participation rate | 70.4% | 68.8%+1.7pp | 81.7%-11.3pp | 69.3%+1.1pp |
| Annual return | 9.05% | 23.59%-14.5pp | 122.05%-113.0pp | 318.53%-309.5pp |
| Employer contribution / active EE | $537 | $3,314-83.8% | $5,167-89.6% | $2,565-79.1% |
| Participant deferral / active EE | $1,261 | $3,423-63.2% | $5,568-77.4% | $3,952-68.1% |
| Admin fee / account holder | $492 | $7,213-93.2% | $16,237-97.0% | $6,260-92.1% |