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 | $30,910 | $48,230-35.9% | $67,502-54.2% | $80,856-61.8% |
| Participation rate | 93.5% | 66.4%+27.2pp | 72.9%+20.7pp | 67.6%+25.9pp |
| Annual return | 10.62% | 18.28%-7.7pp | 3512.12%-3501.5pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,169 | $2,020-42.1% | $2,731-57.2% | $2,755-57.5% |
| Participant deferral / active EE | $2,830 | $2,924-3.2% | $4,000-29.2% | $4,296-34.1% |
| Admin fee / account holder | $650 | $3,681-82.4% | $3,998-83.8% | $6,918-90.6% |