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 | $48,125 | $82,882-41.9% | $127,761-62.3% | $72,985-34.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 1.76% | 32.20%-30.4pp | 26.14%-24.4pp | 81.00%-79.2pp |
| Employer contribution / active EE | $1,209 | $3,346-63.9% | $4,574-73.6% | $2,440-50.4% |
| Participant deferral / active EE | $2,119 | $4,791-55.8% | $6,021-64.8% | $3,607-41.3% |
| Admin fee / account holder | $12,617 | $6,487+94.5% | $9,395+34.3% | $5,124+146.2% |