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 | $37,641 | $81,208-53.6% | $98,907-61.9% | $79,858-52.9% |
| Participation rate | 83.3% | 72.5%+10.8pp | 76.0%+7.3pp | 69.6%+13.7pp |
| Annual return | 1.93% | 60.99%-59.1pp | 196.43%-194.5pp | 31.71%-29.8pp |
| Employer contribution / active EE | $1,604 | $1,960-18.1% | $2,689-40.3% | $2,471-35.1% |
| Participant deferral / active EE | $4,828 | $3,265+47.9% | $4,244+13.7% | $3,740+29.1% |
| Admin fee / account holder | $360 | $6,013-94.0% | $6,642-94.6% | $5,306-93.2% |