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 | $50,894 | $53,127-4.2% | $86,590-41.2% | $70,131-27.4% |
| Participation rate | 80.6% | 65.3%+15.3pp | 73.5%+7.1pp | 69.5%+11.1pp |
| Annual return | 7.52% | 27.66%-20.1pp | 964.84%-957.3pp | 73.14%-65.6pp |
| Employer contribution / active EE | $730 | $2,068-64.7% | $2,839-74.3% | $2,342-68.9% |
| Participant deferral / active EE | $1,251 | $2,696-53.6% | $3,609-65.3% | $3,332-62.5% |
| Admin fee / account holder | $1,409 | $3,585-60.7% | $4,906-71.3% | $4,645-69.7% |