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 | $33,820 | $98,750-65.8% | $149,696-77.4% | $79,858-57.6% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.5%+12.1pp | 69.6%+25.0pp |
| Annual return | 0.14% | 27.43%-27.3pp | 276.60%-276.5pp | 31.71%-31.6pp |
| Employer contribution / active EE | $1,392 | $3,216-56.7% | $4,644-70.0% | $2,471-43.6% |
| Participant deferral / active EE | $7,798 | $5,680+37.3% | $6,842+14.0% | $3,740+108.5% |
| Admin fee / account holder | $1,230 | $6,053-79.7% | $9,309-86.8% | $5,306-76.8% |