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 | $50,844 | $58,828-13.6% | $77,999-34.8% | $62,891-19.2% |
| Participation rate | 96.3% | 71.1%+25.2pp | 75.5%+20.8pp | 69.3%+27.0pp |
| Annual return | 2.07% | 17.16%-15.1pp | 425.96%-423.9pp | 20.14%-18.1pp |
| Employer contribution / active EE | $8,016 | $1,672+379.5% | $2,470+224.5% | $2,281+251.4% |
| Participant deferral / active EE | $5,358 | $2,686+99.5% | $3,497+53.2% | $3,203+67.3% |
| Admin fee / account holder | $16,568 | $4,393+277.1% | $5,480+202.3% | $4,296+285.7% |