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 | $49,315 | $58,512-15.7% | $84,015-41.3% | $72,985-32.4% |
| Participation rate | 95.1% | 61.2%+33.9pp | 69.0%+26.1pp | 69.5%+25.6pp |
| Annual return | 2.66% | 28.93%-26.3pp | 71.31%-68.6pp | 81.00%-78.3pp |
| Employer contribution / active EE | $2,439 | $1,163+109.7% | $1,983+23.0% | $2,4400% |
| Participant deferral / active EE | $1,142 | $2,394-52.3% | $3,239-64.8% | $3,607-68.4% |
| Admin fee / account holder | $2,357 | $4,569-48.4% | $6,101-61.4% | $5,124-54.0% |