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 | $49,788 | $48,364+2.9% | $71,796-30.7% | $62,891-20.8% |
| Participation rate | 96.6% | 60.6%+35.9pp | 69.1%+27.4pp | 69.3%+27.2pp |
| Annual return | 3.69% | 13.16%-9.5pp | 78.04%-74.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,416 | $1,042+35.9% | $1,924-26.4% | $2,281-37.9% |
| Participant deferral / active EE | $3,121 | $2,091+49.2% | $2,794+11.7% | $3,203-2.6% |
| Admin fee / account holder | $9,537 | $3,771+152.9% | $4,815+98.1% | $4,296+122.0% |