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 | $59,017 | $106,890-44.8% | $84,015-29.8% | $152,861-61.4% |
| Participation rate | 81.0% | 75.2%+5.7pp | 69.0%+11.9pp | 82.4%-1.5pp |
| Annual return | 7.09% | 104.99%-97.9pp | 71.31%-64.2pp | 345.32%-338.2pp |
| Employer contribution / active EE | $808 | $2,734-70.5% | $1,983-59.3% | $4,762-83.0% |
| Participant deferral / active EE | $3,401 | $4,011-15.2% | $3,239+5.0% | $5,850-41.9% |
| Admin fee / account holder | $1,823 | $8,285-78.0% | $6,101-70.1% | $11,596-84.3% |