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 | $33,509 | $58,208-42.4% | $81,812-59.0% | $80,856-58.6% |
| Participation rate | 96.9% | 63.4%+33.5pp | 72.3%+24.5pp | 67.6%+29.2pp |
| Annual return | 10.11% | 41.66%-31.5pp | 773.79%-763.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,322 | $2,340-43.5% | $2,912-54.6% | $2,755-52.0% |
| Participant deferral / active EE | $2,014 | $3,281-38.6% | $4,319-53.4% | $4,296-53.1% |
| Admin fee / account holder | $1,107 | $4,981-77.8% | $7,386-85.0% | $6,918-84.0% |