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 | $51,306 | $58,851-12.8% | $115,157-55.4% | $72,985-29.7% |
| Participation rate | 84.4% | 65.5%+18.8pp | 75.9%+8.5pp | 69.5%+14.9pp |
| Annual return | 2.51% | 23.16%-20.6pp | 35.60%-33.1pp | 81.00%-78.5pp |
| Employer contribution / active EE | $969 | $1,798-46.1% | $3,179-69.5% | $2,440-60.3% |
| Participant deferral / active EE | $2,132 | $2,643-19.3% | $4,168-48.8% | $3,607-40.9% |
| Admin fee / account holder | $4,640 | $6,370-27.2% | $7,088-34.5% | $5,124-9.4% |