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 | $31,025 | $48,230-35.7% | $67,502-54.0% | $80,856-61.6% |
| Participation rate | 96.7% | 66.4%+30.3pp | 72.9%+23.8pp | 67.6%+29.0pp |
| Annual return | 10.46% | 18.28%-7.8pp | 3512.12%-3501.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,161 | $2,020+56.5% | $2,731+15.8% | $2,755+14.8% |
| Participant deferral / active EE | $2,598 | $2,924-11.1% | $4,000-35.0% | $4,296-39.5% |
| Admin fee / account holder | $1,257 | $3,681-65.8% | $3,998-68.5% | $6,918-81.8% |