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 | $49,009 | $54,762-10.5% | $90,281-45.7% | $72,985-32.9% |
| Participation rate | 95.9% | 65.1%+30.8pp | 73.3%+22.6pp | 69.5%+26.4pp |
| Annual return | 14.79% | 30.63%-15.8pp | 78.10%-63.3pp | 81.00%-66.2pp |
| Employer contribution / active EE | $769 | $2,092-63.2% | $2,854-73.0% | $2,440-68.5% |
| Participant deferral / active EE | $1,391 | $2,887-51.8% | $3,885-64.2% | $3,607-61.4% |
| Admin fee / account holder | $3,341 | $3,972-15.9% | $5,351-37.6% | $5,124-34.8% |