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 | $51,160 | $85,202-40.0% | $172,739-70.4% | $72,985-29.9% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 5.26% | 27.32%-22.1pp | 802.84%-797.6pp | 81.00%-75.7pp |
| Employer contribution / active EE | $1,526 | $3,324-54.1% | $5,143-70.3% | $2,440-37.4% |
| Participant deferral / active EE | $4,292 | $3,260+31.7% | $5,198-17.4% | $3,607+19.0% |
| Admin fee / account holder | $4,522 | $5,884-23.1% | $13,954-67.6% | $5,124-11.8% |