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 | $31,353 | $115,770-72.9% | $101,248-69.0% | $158,922-80.3% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 1.33% | 56.14%-54.8pp | 46.47%-45.1pp | 302.83%-301.5pp |
| Employer contribution / active EE | $828 | $4,175-80.2% | $3,660-77.4% | $4,761-82.6% |
| Participant deferral / active EE | $2,462 | $4,957-50.3% | $4,370-43.7% | $5,982-58.8% |
| Admin fee / account holder | $39,836 | $7,245+449.8% | $5,945+570.0% | $11,246+254.2% |