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 | $57,018 | $54,541+4.5% | $78,778-27.6% | $70,131-18.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 11.32% | 21.07%-9.8pp | 35.62%-24.3pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,533 | $1,089+40.8% | $1,986-22.8% | $2,342-34.6% |
| Participant deferral / active EE | $2,980 | $2,210+34.8% | $2,958+0.7% | $3,332-10.6% |
| Admin fee / account holder | $9,851 | $3,709+165.6% | $5,134+91.9% | $4,645+112.1% |