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 | $57,822 | $80,968-28.6% | $96,544-40.1% | $75,163-23.1% |
| Participation rate | 97.8% | 71.8%+26.0pp | 76.0%+21.8pp | 67.2%+30.6pp |
| Annual return | 9.46% | 27.06%-17.6pp | 25.84%-16.4pp | 160.62%-151.2pp |
| Employer contribution / active EE | $5,024 | $2,282+120.2% | $2,965+69.5% | $2,670+88.2% |
| Participant deferral / active EE | $3,846 | $3,928-2.1% | $4,851-20.7% | $4,125-6.8% |
| Admin fee / account holder | $3,219 | $6,724-52.1% | $8,252-61.0% | $5,651-43.0% |