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 | $49,108 | $48,364+1.5% | $71,796-31.6% | $62,891-21.9% |
| Participation rate | 76.8% | 60.6%+16.2pp | 69.1%+7.7pp | 69.3%+7.5pp |
| Annual return | -1.48% | 13.16%-14.6pp | 78.04%-79.5pp | 20.14%-21.6pp |
| Employer contribution / active EE | $904 | $1,042-13.2% | $1,924-53.0% | $2,281-60.4% |
| Participant deferral / active EE | $5,438 | $2,091+160.0% | $2,794+94.6% | $3,203+69.8% |
| Admin fee / account holder | $6,232 | $3,771+65.2% | $4,815+29.4% | $4,296+45.1% |