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 | $25,046 | $91,190-72.5% | $178,490-86.0% | $79,858-68.6% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.7pp | 69.6%+28.0pp |
| Annual return | 4.92% | 24.19%-19.3pp | 151.07%-146.2pp | 31.71%-26.8pp |
| Employer contribution / active EE | $2,065 | $3,256-36.6% | $5,011-58.8% | $2,471-16.4% |
| Participant deferral / active EE | $1,026 | $3,236-68.3% | $5,202-80.3% | $3,740-72.6% |
| Admin fee / account holder | $1,192 | $6,751-82.3% | $13,984-91.5% | $5,306-77.5% |