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 | $50,881 | $107,452-52.6% | $91,541-44.4% | $142,382-64.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 4.75% | 22.06%-17.3pp | 20.50%-15.8pp | 217.08%-212.3pp |
| Employer contribution / active EE | $1,389 | $2,994-53.6% | $2,505-44.6% | $4,299-67.7% |
| Participant deferral / active EE | $2,523 | $4,754-46.9% | $4,008-37.1% | $6,507-61.2% |
| Admin fee / account holder | $109,509 | $8,834+1139.6% | $6,956+1474.2% | $12,624+767.5% |