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 | $61,048 | $58,512+4.3% | $84,015-27.3% | $72,985-16.4% |
| Participation rate | 96.4% | 61.2%+35.1pp | 69.0%+27.4pp | 69.5%+26.9pp |
| Annual return | 2.93% | 28.93%-26.0pp | 71.31%-68.4pp | 81.00%-78.1pp |
| Employer contribution / active EE | $969 | $1,163-16.7% | $1,983-51.2% | $2,440-60.3% |
| Participant deferral / active EE | $3,146 | $2,394+31.4% | $3,239-2.9% | $3,607-12.8% |
| Admin fee / account holder | $499 | $4,569-89.1% | $6,101-91.8% | $5,124-90.3% |