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 | $45,653 | $58,828-22.4% | $77,999-41.5% | $62,891-27.4% |
| Participation rate | 90.8% | 71.1%+19.7pp | 75.5%+15.3pp | 69.3%+21.5pp |
| Annual return | 2.85% | 17.16%-14.3pp | 425.96%-423.1pp | 20.14%-17.3pp |
| Employer contribution / active EE | $930 | $1,672-44.3% | $2,470-62.3% | $2,281-59.2% |
| Participant deferral / active EE | $3,133 | $2,686+16.7% | $3,497-10.4% | $3,203-2.2% |
| Admin fee / account holder | $9,564 | $4,393+117.7% | $5,480+74.5% | $4,296+122.6% |