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 | $49,273 | $85,202-42.2% | $172,739-71.5% | $72,985-32.5% |
| Participation rate | 91.7% | 70.1%+21.6pp | 82.6%+9.0pp | 69.5%+22.2pp |
| Annual return | 3.75% | 27.32%-23.6pp | 802.84%-799.1pp | 81.00%-77.3pp |
| Employer contribution / active EE | $2,550 | $3,324-23.3% | $5,143-50.4% | $2,440+4.5% |
| Participant deferral / active EE | $3,583 | $3,260+9.9% | $5,198-31.1% | $3,607-0.7% |
| Admin fee / account holder | $2,972 | $5,884-49.5% | $13,954-78.7% | $5,124-42.0% |