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 | $48,962 | $37,426+30.8% | $77,482-36.8% | $79,858-38.7% |
| Participation rate | 97.0% | 41.5%+55.5pp | 54.2%+42.8pp | 69.6%+27.3pp |
| Annual return | 8.57% | 39.70%-31.1pp | 54.79%-46.2pp | 31.71%-23.1pp |
| Employer contribution / active EE | $2,143 | $637+236.6% | $986+117.3% | $2,471-13.3% |
| Participant deferral / active EE | $4,229 | $1,260+235.6% | $1,861+127.2% | $3,740+13.1% |
| Admin fee / account holder | $10,610 | $2,504+323.7% | $2,858+271.3% | $5,306+100.0% |