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 | $48,063 | $66,402-27.6% | $109,895-56.3% | $85,850-44.0% |
| Participation rate | 89.7% | 63.9%+25.8pp | 74.2%+15.4pp | 69.3%+20.3pp |
| Annual return | 10.56% | 19.59%-9.0pp | 29.45%-18.9pp | 318.53%-308.0pp |
| Employer contribution / active EE | $3,168 | $1,687+87.8% | $2,842+11.5% | $2,565+23.5% |
| Participant deferral / active EE | $4,472 | $2,842+57.3% | $4,048+10.5% | $3,952+13.2% |
| Admin fee / account holder | $19,080 | $4,557+318.7% | $6,066+214.6% | $6,260+204.8% |