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 | $61,432 | $80,717-23.9% | $154,803-60.3% | $84,808-27.6% |
| Participation rate | 87.5% | 66.8%+20.7pp | 78.1%+9.4pp | 68.3%+19.2pp |
| Annual return | 10.53% | 37.96%-27.4pp | 58.88%-48.4pp | 40.90%-30.4pp |
| Employer contribution / active EE | $836 | $2,761-69.7% | $4,305-80.6% | $2,631-68.2% |
| Participant deferral / active EE | $5,097 | $3,303+54.3% | $5,540-8.0% | $4,212+21.0% |
| Admin fee / account holder | $2,000 | $6,746-70.4% | $14,329-86.0% | $7,344-72.8% |