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 | $56,017 | $85,202-34.3% | $172,739-67.6% | $72,985-23.2% |
| Participation rate | 84.5% | 70.1%+14.4pp | 82.6%+1.9pp | 69.5%+15.0pp |
| Annual return | 2.96% | 27.32%-24.4pp | 802.84%-799.9pp | 81.00%-78.0pp |
| Employer contribution / active EE | $509 | $3,324-84.7% | $5,143-90.1% | $2,440-79.1% |
| Participant deferral / active EE | $4,021 | $3,260+23.3% | $5,198-22.6% | $3,607+11.5% |
| Admin fee / account holder | $573 | $5,884-90.3% | $13,954-95.9% | $5,124-88.8% |