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 | $36,562 | $52,279-30.1% | $89,391-59.1% | $79,858-54.2% |
| Participation rate | 95.5% | 57.5%+37.9pp | 68.0%+27.5pp | 69.6%+25.8pp |
| Annual return | 4.46% | 22.16%-17.7pp | 245.62%-241.2pp | 31.71%-27.3pp |
| Employer contribution / active EE | $826 | $1,572-47.5% | $2,586-68.1% | $2,471-66.6% |
| Participant deferral / active EE | $3,603 | $2,740+31.5% | $3,890-7.4% | $3,740-3.7% |
| Admin fee / account holder | $2,771 | $3,356-17.4% | $4,881-43.2% | $5,306-47.8% |