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 | $32,707 | $49,922-34.5% | $80,569-59.4% | $75,163-56.5% |
| Participation rate | 77.8% | 55.3%+22.5pp | 67.0%+10.8pp | 67.2%+10.6pp |
| Annual return | 13.77% | 34.69%-20.9pp | 935.43%-921.7pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,075 | $1,698+22.2% | $2,723-23.8% | $2,670-22.3% |
| Participant deferral / active EE | $2,406 | $2,990-19.5% | $4,447-45.9% | $4,125-41.7% |
| Admin fee / account holder | $1,055 | $3,577-70.5% | $5,377-80.4% | $5,651-81.3% |