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 | $47,392 | $53,127-10.8% | $86,590-45.3% | $70,131-32.4% |
| Participation rate | 82.5% | 65.3%+17.2pp | 73.5%+9.0pp | 69.5%+13.0pp |
| Annual return | 11.36% | 27.66%-16.3pp | 964.84%-953.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $840 | $2,068-59.4% | $2,839-70.4% | $2,342-64.1% |
| Participant deferral / active EE | $880 | $2,696-67.4% | $3,609-75.6% | $3,332-73.6% |
| Admin fee / account holder | $994 | $3,585-72.3% | $4,906-79.7% | $4,645-78.6% |