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 | $48,179 | $68,547-29.7% | $120,354-60.0% | $80,856-40.4% |
| Participation rate | 75.9% | 61.6%+14.3pp | 71.9%+4.0pp | 67.6%+8.2pp |
| Annual return | 7.00% | 23.60%-16.6pp | 107.15%-100.1pp | 35.59%-28.6pp |
| Employer contribution / active EE | $801 | $2,051-60.9% | $3,463-76.9% | $2,755-70.9% |
| Participant deferral / active EE | $2,317 | $3,173-27.0% | $4,991-53.6% | $4,296-46.1% |
| Admin fee / account holder | $15,639 | $5,732+172.8% | $9,423+66.0% | $6,918+126.1% |