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 | $50,236 | $65,409-23.2% | $98,442-49.0% | $85,850-41.5% |
| Participation rate | 84.6% | 65.0%+19.6pp | 73.3%+11.3pp | 69.3%+15.3pp |
| Annual return | 11.12% | 21.76%-10.6pp | 1492.73%-1481.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $825 | $2,168-61.9% | $2,960-72.1% | $2,565-67.8% |
| Participant deferral / active EE | $2,994 | $3,166-5.4% | $4,276-30.0% | $3,952-24.2% |
| Admin fee / account holder | $427 | $4,593-90.7% | $5,949-92.8% | $6,260-93.2% |