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 | $40,706 | $58,694-30.6% | $142,863-71.5% | $85,850-52.6% |
| Participation rate | 95.5% | 58.5%+37.0pp | 71.9%+23.5pp | 69.3%+26.1pp |
| Annual return | 1.90% | 27.72%-25.8pp | 5637.54%-5635.6pp | 318.53%-316.6pp |
| Employer contribution / active EE | $385 | $1,423-73.0% | $4,144-90.7% | $2,565-85.0% |
| Participant deferral / active EE | $3,779 | $2,607+44.9% | $3,837-1.5% | $3,952-4.4% |
| Admin fee / account holder | $408 | $4,239-90.4% | $6,560-93.8% | $6,260-93.5% |