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 | $31,766 | $54,705-41.9% | $71,209-55.4% | $84,808-62.5% |
| Participation rate | 94.4% | 64.1%+30.4pp | 73.8%+20.7pp | 68.3%+26.1pp |
| Annual return | 6.88% | 35.90%-29.0pp | 282.51%-275.6pp | 40.90%-34.0pp |
| Employer contribution / active EE | $1,769 | $2,158-18.0% | $2,721-35.0% | $2,631-32.7% |
| Participant deferral / active EE | $720 | $3,030-76.2% | $4,175-82.7% | $4,212-82.9% |
| Admin fee / account holder | $6,433 | $4,863+32.3% | $5,349+20.3% | $7,344-12.4% |