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 | $32,750 | $51,576-36.5% | $129,207-74.7% | $80,856-59.5% |
| Participation rate | 86.1% | 57.0%+29.1pp | 69.6%+16.5pp | 67.6%+18.5pp |
| Annual return | 9.80% | 20.81%-11.0pp | 9417.33%-9407.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,679 | $1,584+6.0% | $4,153-59.6% | $2,755-39.1% |
| Participant deferral / active EE | $1,694 | $2,669-36.5% | $4,168-59.4% | $4,296-60.6% |
| Admin fee / account holder | $9,349 | $4,305+117.2% | $7,715+21.2% | $6,918+35.1% |