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 | $50,068 | $58,208-14.0% | $81,812-38.8% | $80,856-38.1% |
| Participation rate | 96.7% | 63.4%+33.3pp | 72.3%+24.3pp | 67.6%+29.0pp |
| Annual return | 9.93% | 41.66%-31.7pp | 773.79%-763.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,311 | $2,340-1.3% | $2,912-20.7% | $2,755-16.1% |
| Participant deferral / active EE | $3,937 | $3,281+20.0% | $4,319-8.8% | $4,296-8.4% |
| Admin fee / account holder | $2,473 | $4,981-50.4% | $7,386-66.5% | $6,918-64.3% |