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 | $47,004 | $65,395-28.1% | $182,532-74.2% | $72,985-35.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 2.28% | 27.68%-25.4pp | 148.54%-146.3pp | 81.00%-78.7pp |
| Employer contribution / active EE | $2,999 | $1,911+56.9% | $4,076-26.4% | $2,440+22.9% |
| Participant deferral / active EE | $7,373 | $3,563+107.0% | $5,524+33.5% | $3,607+104.4% |
| Admin fee / account holder | $845 | $4,245-80.1% | $8,592-90.2% | $5,124-83.5% |