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 | $49,386 | $63,346-22.0% | $92,233-46.5% | $70,131-29.6% |
| Participation rate | 76.5% | 68.7%+7.8pp | 76.5%0pp | 69.5%+6.9pp |
| Annual return | 12.38% | 530.12%-517.7pp | 176.28%-163.9pp | 73.14%-60.8pp |
| Employer contribution / active EE | $883 | $2,471-64.3% | $3,679-76.0% | $2,342-62.3% |
| Participant deferral / active EE | $4,334 | $2,854+51.9% | $3,897+11.2% | $3,332+30.1% |
| Admin fee / account holder | $6,404 | $3,840+66.8% | $5,194+23.3% | $4,645+37.9% |