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 | $37,258 | $77,634-52.0% | $156,549-76.2% | $62,891-40.8% |
| Participation rate | 78.3% | 71.2%+7.1pp | 84.0%-5.8pp | 69.3%+9.0pp |
| Annual return | 3.12% | 50.32%-47.2pp | 32.23%-29.1pp | 20.14%-17.0pp |
| Employer contribution / active EE | $1,225 | $3,444-64.4% | $5,501-77.7% | $2,281-46.3% |
| Participant deferral / active EE | $1,941 | $3,045-36.3% | $4,871-60.2% | $3,203-39.4% |
| Admin fee / account holder | $349 | $5,561-93.7% | $13,027-97.3% | $4,296-91.9% |