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 | $32,570 | $63,346-48.6% | $92,233-64.7% | $70,131-53.6% |
| Participation rate | 72.0% | 68.7%+3.4pp | 76.5%-4.4pp | 69.5%+2.5pp |
| Annual return | 10.43% | 530.12%-519.7pp | 176.28%-165.9pp | 73.14%-62.7pp |
| Employer contribution / active EE | $849 | $2,471-65.7% | $3,679-76.9% | $2,342-63.8% |
| Participant deferral / active EE | $1,751 | $2,854-38.6% | $3,897-55.1% | $3,332-47.4% |
| Admin fee / account holder | $1,514 | $3,840-60.6% | $5,194-70.8% | $4,645-67.4% |