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 | $47,358 | $87,013-45.6% | $106,213-55.4% | $80,856-41.4% |
| Participation rate | 96.4% | 70.4%+26.0pp | 75.3%+21.1pp | 67.6%+28.8pp |
| Annual return | 9.17% | 17.05%-7.9pp | 116.14%-107.0pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,469 | $2,395-38.7% | $3,171-53.7% | $2,755-46.7% |
| Participant deferral / active EE | $2,872 | $3,986-28.0% | $5,016-42.7% | $4,296-33.2% |
| Admin fee / account holder | $10,274 | $8,431+21.9% | $11,033-6.9% | $6,918+48.5% |