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 | $43,939 | $77,634-43.4% | $156,549-71.9% | $62,891-30.1% |
| Participation rate | 81.2% | 71.2%+10.0pp | 84.0%-2.9pp | 69.3%+11.9pp |
| Annual return | 0.57% | 50.32%-49.8pp | 32.23%-31.7pp | 20.14%-19.6pp |
| Employer contribution / active EE | $917 | $3,444-73.4% | $5,501-83.3% | $2,281-59.8% |
| Participant deferral / active EE | $2,343 | $3,045-23.1% | $4,871-51.9% | $3,203-26.9% |
| Admin fee / account holder | $1,911 | $5,561-65.6% | $13,027-85.3% | $4,296-55.5% |