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 | $55,012 | $65,365-15.8% | $92,893-40.8% | $72,985-24.6% |
| Participation rate | 92.6% | 68.3%+24.3pp | 76.0%+16.6pp | 69.5%+23.1pp |
| Annual return | 0.50% | 42.10%-41.6pp | 109.41%-108.9pp | 81.00%-80.5pp |
| Employer contribution / active EE | $987 | $2,594-62.0% | $3,653-73.0% | $2,440-59.6% |
| Participant deferral / active EE | $3,536 | $3,128+13.0% | $4,236-16.5% | $3,607-2.0% |
| Admin fee / account holder | $5,896 | $4,251+38.7% | $5,794+1.8% | $5,124+15.1% |