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 | $53,903 | $54,705-1.5% | $71,209-24.3% | $84,808-36.4% |
| Participation rate | 92.0% | 64.1%+27.9pp | 73.8%+18.2pp | 68.3%+23.7pp |
| Annual return | 7.24% | 35.90%-28.7pp | 282.51%-275.3pp | 40.90%-33.7pp |
| Employer contribution / active EE | $1,563 | $2,158-27.5% | $2,721-42.5% | $2,631-40.6% |
| Participant deferral / active EE | $5,698 | $3,030+88.0% | $4,175+36.5% | $4,212+35.3% |
| Admin fee / account holder | $26,064 | $4,863+435.9% | $5,349+387.3% | $7,344+254.9% |