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 | $56,517 | $89,355-36.7% | $141,162-60.0% | $72,985-22.6% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 4.28% | 111.85%-107.6pp | 71.39%-67.1pp | 81.00%-76.7pp |
| Employer contribution / active EE | $2,146 | $3,114-31.1% | $4,735-54.7% | $2,440-12.0% |
| Participant deferral / active EE | $9,139 | $5,418+68.7% | $6,709+36.2% | $3,607+153.3% |
| Admin fee / account holder | $7,214 | $5,958+21.1% | $10,261-29.7% | $5,124+40.8% |