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 | $39,019 | $45,035-13.4% | $62,995-38.1% | $70,131-44.4% |
| Participation rate | 97.3% | 69.5%+27.8pp | 74.8%+22.5pp | 69.5%+27.8pp |
| Annual return | 10.16% | 18.76%-8.6pp | 87.57%-77.4pp | 73.14%-63.0pp |
| Employer contribution / active EE | $1,707 | $2,051-16.8% | $2,759-38.1% | $2,342-27.1% |
| Participant deferral / active EE | $5,124 | $2,465+107.9% | $3,329+53.9% | $3,332+53.8% |
| Admin fee / account holder | $808 | $2,834-71.5% | $3,600-77.6% | $4,645-82.6% |