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 | $37,841 | $135,952-72.2% | $123,892-69.5% | $273,961-86.2% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 2.85% | 56.63%-53.8pp | 47.52%-44.7pp | 41.45%-38.6pp |
| Employer contribution / active EE | $2,570 | $5,170-50.3% | $4,617-44.3% | $4,869-47.2% |
| Participant deferral / active EE | $2,702 | $6,343-57.4% | $5,984-54.8% | $5,287-48.9% |
| Admin fee / account holder | $17,208 | $9,817+75.3% | $8,357+105.9% | $10,132+69.8% |