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 | $49,221 | $76,367-35.5% | $93,606-47.4% | $72,985-32.6% |
| Participation rate | 91.4% | 71.7%+19.7pp | 75.8%+15.6pp | 69.5%+21.9pp |
| Annual return | 15.97% | 25.82%-9.9pp | 32.76%-16.8pp | 81.00%-65.0pp |
| Employer contribution / active EE | $961 | $2,275-57.8% | $2,718-64.7% | $2,440-60.6% |
| Participant deferral / active EE | $1,631 | $3,538-53.9% | $4,069-59.9% | $3,607-54.8% |
| Admin fee / account holder | $16,878 | $6,838+146.8% | $7,888+114.0% | $5,124+229.4% |