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 | $30,017 | $81,248-63.1% | $155,509-80.7% | $80,856-62.9% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 7.31% | 33.31%-26.0pp | 64.67%-57.4pp | 35.59%-28.3pp |
| Employer contribution / active EE | $5,714 | $3,100+84.3% | $4,672+22.3% | $2,755+107.4% |
| Participant deferral / active EE | $2,508 | $3,452-27.3% | $5,626-55.4% | $4,296-41.6% |
| Admin fee / account holder | $702 | $7,997-91.2% | $15,912-95.6% | $6,918-89.9% |