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 | $36,975 | $94,625-60.9% | $116,228-68.2% | $84,808-56.4% |
| Participation rate | 86.8% | 70.4%+16.4pp | 74.6%+12.3pp | 68.3%+18.5pp |
| Annual return | 11.88% | 20.40%-8.5pp | 90.06%-78.2pp | 40.90%-29.0pp |
| Employer contribution / active EE | $842 | $2,347-64.1% | $2,994-71.9% | $2,631-68.0% |
| Participant deferral / active EE | $2,268 | $3,972-42.9% | $4,953-54.2% | $4,212-46.1% |
| Admin fee / account holder | $1,510 | $10,091-85.0% | $11,989-87.4% | $7,344-79.4% |