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 | $49,414 | $73,981-33.2% | $105,722-53.3% | $62,891-21.4% |
| Participation rate | 96.4% | 71.7%+24.7pp | 78.9%+17.5pp | 69.3%+27.1pp |
| Annual return | 3.89% | 17.60%-13.7pp | 12.25%-8.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $964 | $2,856-66.2% | $4,079-76.4% | $2,281-57.7% |
| Participant deferral / active EE | $2,068 | $4,038-48.8% | $5,326-61.2% | $3,203-35.4% |
| Admin fee / account holder | $5,838 | $5,976-2.3% | $8,308-29.7% | $4,296+35.9% |