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 | $32,413 | $48,046-32.5% | $84,611-61.7% | $72,985-55.6% |
| Participation rate | 82.1% | 57.6%+24.5pp | 68.2%+13.8pp | 69.5%+12.6pp |
| Annual return | 13.66% | 37.38%-23.7pp | 258.74%-245.1pp | 81.00%-67.3pp |
| Employer contribution / active EE | $2,586 | $1,602+61.5% | $2,652-2.5% | $2,440+6.0% |
| Participant deferral / active EE | $5,799 | $2,680+116.3% | $3,899+48.7% | $3,607+60.7% |
| Admin fee / account holder | $11,645 | $3,395+243.0% | $4,912+137.1% | $5,124+127.2% |